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OPEN SOURCE INVESTMENTS, LLC
CRD 287501 · SEC 801-124704
LA, United States
Phone
985-231-0808
Fax
985-520-0313
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$130.7M
Discretionary AUM
$130.7M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 239 | $130.7M |
States served
LA, MS, TX
All web addresses on file
Official SEC filing: View on IAPD