Opengate Capital Management, LLC

RIASEC RegisteredEst. 2015
Total AUM
$667M
Discretionary
$667M
100% of AUM
Avg account
$60.6M
Accounts
11
Employees
25
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
213518
Registered since
May 27, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Opengate Capital Management, LLC is an SEC-registered private equity manager formed as an LLC in 2015. The firm serves primarily institutional clients and operates as an adviser to pooled investment vehicles, acting in sponsoring and general partner/managing member roles on those vehicles. Its compensation mixes a percentage-of-AUM fee with performance-based fees. Opengate identifies itself as an active ESG investor, indicating ESG considerations are built into its investment approach.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Samir Mohin

    Samir Mohin

    Chief Financial Officer and Chief Operating OfficerCRD 6924360

Contacts

2 of 2
  • Andrew Nikou

    Andrew Nikou

    Founder & Managing PartnerCRD 3264339

  • Nava Hazan

    General CounselCRD 8011994

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
555 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth