Open Source Investments, LLC
● SEC registered since 2022CRD 287501SEC# 801-124704
Reg. AUM
$130.7M
Employees
2
Accounts
612
Location
—
Open Source Investments, LLC assets under management
Open Source Investments, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $130.7 million in regulatory assets under management and employs 2 people.
Open Source Investments, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph G Zinsel Control | Managing Director | 50-75% | 2017 |
| Scott Michael Capace Control | Chief Compliance Officer/Managing Director | 50-75% | 2017 |
Frequently asked questions
How much does Open Source Investments, LLC manage?
Open Source Investments, LLC reports $130.7 million in regulatory assets under management on its Form ADV.
How many employees does Open Source Investments, LLC have?
Open Source Investments, LLC reports 2 employees.
Does Open Source Investments, LLC disclose fund performance?
Open Source Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 985-231-0808 |
| Fax | 985-520-0313 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$130.7M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$130.7Mregulatory AUM
Discretionary $130.7M