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Openarc Corporate Advisory, LLC

● SEC registered since 2025CRD 336837SEC# 801-133754Atlanta, GA
Export (members)
Reg. AUM
$10.09B
Employees
146
Accounts
14,525
Location
Atlanta, GA

Openarc Corporate Advisory, LLC assets under management

Openarc Corporate Advisory, LLC is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2025. It reports $10.1 billion in regulatory assets under management and employs 146 people.

Openarc Corporate Advisory, LLC owners & executives

8 reported
NameTitleOwnershipSince
Emily Fletcher ControlManaging Partner/CcoUnder 5%2025
Erik Mathews Bjerke ControlSenior Managing PartnerUnder 5%2025
James Robert Kaufman ControlManaging PartnerUnder 5%2025
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Frequently asked questions

How much does Openarc Corporate Advisory, LLC manage?

Openarc Corporate Advisory, LLC reports $10.1 billion in regulatory assets under management on its Form ADV.

How many employees does Openarc Corporate Advisory, LLC have?

Openarc Corporate Advisory, LLC reports 146 employees.

Where is Openarc Corporate Advisory, LLC located?

Openarc Corporate Advisory, LLC is based in Atlanta, GA and has been SEC-registered since 2025.

Does Openarc Corporate Advisory, LLC disclose fund performance?

Openarc Corporate Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3550 Peachtree Road NE, Floor 7, Atlanta, GA 30326
Phone844-648-6001
Office hours8a.m. - 5p.m.
SEC regionAtlanta Regional Office (ARO)
CIK2111345
Discloses disciplinary historyNo

Regulatory AUM

$10.09B▲ 2175%
Oct '25 — $443.7MNov '25 — $443.7MDec '25 — $443.7MJan '26 — $443.7MFeb '26 — $443.7MMar '26 — $10.09BApr '26 — $10.09BMay '26 — $10.09BJun '26 — $10.09B
Oct '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 8%
Larger than 92% of 16,271 advisers
EmployeesTop 5%
More than 95% of 16,825 advisers

Assets under management

$10.09Bregulatory AUM
Discretionary $10.09B