Open Door Investment Management LTD
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Overview
Open Door Investment Management LTD is a financial advisor company headquartered in San Francisco, California. It manages $281.9 million in assets under management throughout five client accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). The firm has a small team, including 10 financial advisors. Open Door Investment Management LTD does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as bonds, equities and options.
Open Door Investment Management LTD manages all of the firm's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell judgments for the client's account without needing to seek client consent. The firm administers about $56.4 million in assets for each customer account. An average advisor at Open Door Investment Management LTD manages fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The company's headquarters is located at 455 Market Street, Suite 1160, San Francisco, California 94105.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Open Door Investment Management LTD by the Numbers
$281.9 million
18
5
$56.4 million
Fee Structure
Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fees charged by Open Door Investment Management LTD likely consist of the following fee types: asset-based or other. The firm does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
It provides services to pooled investment vehicles. Out of its five accounts, Open Door Investment Management LTD's largest client group is pooled investment vehicles. About 86% of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Open Door Investment Management LTD does not have any disclosures.
Please visit its Form ADV for more details.
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