OPEN SOURCE INVESTMENT MANAGER, LLC
Adviser information for OPEN SOURCE INVESTMENT MANAGER, LLC last updated from Form ADV on February 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | JANUARY |
Legal Location | Texas, United States |
Employees
Total Number of Employees | 0 |
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Investment Advisory/Research | 0 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
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Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | – |
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Compensation | – |
Identifiers
SEC RIA File Number | 802-126338 |
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SEC ERA File Number | 802-126338 |
SEC CIK Numbers | None |
SEC CRD Numbers | 322128 |
Legal Entity Identifier | None |
Principal Office
8656 W HIGHWAY 71, BLDG F200AUSTIN
TX
United States
Monday - Friday, 9:00 AM - 5:00 PM CST
Tel: 801-712-5532, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
BRADDEN J. BLAIR | Real estate broker or dealer |
OS BIG, INC. | Sponsor, GP, manager of pooled investment vehicles |
QUANSIGHT FUTURES, INC. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
QUANSIGHT INITIATE FUND II, L.P. | Venture Capital Fund | $2.4M | $0.0M | 14 |
QUANSIGHT INITIATE, L.P. | Venture Capital Fund | $6.4M | $0.0M | 11 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
OS BIG, INC. | Domestic Entity | – | OWNER | 06/2021 | > 75% |
Blair, Bradden, J | Individual | – | PRESIDENT OF OS BIG, INC., MANAGING MEMBER | 06/2021 | < 5% |
Oliphant, Travis, Elgin | Individual | OS BIG, INC. | DIRECTOR AND SHAREHOLDER | 01/2021 | 50-75% |
Harward, Matt | Individual | OS BIG, INC. | DIRECTOR AND SHAREHOLDER | 01/2021 | 25-50% |
Blair, Bradden, J | Individual | OS BIG, INC. | DIRECTOR AND SHAREHOLDER | 01/2021 | 50-75% |
QUANSIGHT FUTURES, INC. | Domestic Entity | OS BIG, INC. | SHAREHOLDER | 01/2021 | 50-75% |