OPEN INVEST CO.
CRD #269997 SEC #801-105481 SAN FRANCISCO, CA 855-466-6545
SEC Registered
Total AUM
$106.4M
Discretionary
$86.4M
Employees
34
Clients
0
Accounts
844
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALTAHAWI, OMAR, FAROUK | I | TREASURER | NA | Control |
| ALTAHAWI, OMAR, FAROUK | I | TREASURER | NA | Control |
| CAMACHO, MICHAEL, ALAN | I | DIRECTOR AND PRESIDENT | NA | Control |
| CAMACHO, MICHAEL, ALAN | I | DIRECTOR AND PRESIDENT | NA | Control |
| HOUSE, ANDREW, CHRISTOPHER | I | SECRETARY | NA | Control |
| HOUSE, ANDREW, CHRISTOPHER | I | SECRETARY | NA | Control |
| ISSAR, MONICA, NMN | I | DIRECTOR AND MANAGING DIRECTOR | NA | Control |
| ISSAR, MONICA, NMN | I | DIRECTOR AND MANAGING DIRECTOR | NA | Control |
| LYON, ALEXANDRA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYON, ALEXANDRA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYON, ALEXANDRA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYON, ALEXANDRA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYON, ALEXANDRA, EMMA | I | CHIEF COMPLIANCE OFFICER | NA | |
| LYON, ALEXANDRA, EMMA | I | CHIEF COMPLIANCE OFFICER | NA | |
| SKILTON, JEFFREY, ROBERT | I | CONTROLLER | NA | |
| SKILTON, JEFFREY, ROBERT | I | CONTROLLER | NA | |
| JPMORGAN CHASE HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| JPMORGAN CHASE HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | C | Control |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | C | Control |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | C | Control |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | C | Control |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | C | Control |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | C | Control |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | C | Control |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | C | Control |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | C | Control |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | C | Control |
| WEI, PHILLIP | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| WEI, PHILLIP | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| WEI, PHILLIP | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| WEI, PHILLIP | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| WEI, PHILLIP | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| WEI, PHILLIP | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| WEI, PHILLIP | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| WEI, PHILLIP | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| WEI, PHILLIP | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| WEI, PHILLIP | I | CHIEF TECHNOLOGY OFFICER | C | Control |
| ANDREESSEN HOROWITZ | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ FUND IV, L.P. | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ FUND IV, L.P. | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ FUND IV, L.P. | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ FUND IV, L.P. | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ FUND IV, L.P. | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ FUND IV, L.P. | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ FUND IV, L.P. | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ FUND IV, L.P. | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ FUND IV, L.P. | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ FUND IV, L.P. | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ FUND IV, L.P. | DE | SHAREHOLDER | B | |
| ANDREESSEN HOROWITZ FUND IV, L.P. | DE | SHAREHOLDER | B | |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | B | Control |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | B | Control |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | B | Control |
| MURRAY, CONOR, M | I | CHIEF OPERATING OFFICER | B | Control |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | B | Control |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | B | Control |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | B | Control |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | B | Control |
| MURRAY, CONOR, M | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | B | Control |
| MURRAY, CONOR, M | I | CHIEF OPERATING OFFICER | B | Control |
| MURRAY, CONOR, M | I | CHIEF OPERATING OFFICER | B | Control |
| MURRAY, CONOR, M | I | CHIEF OPERATING OFFICER | B | Control |
| QED FUND V, LP | DE | SHAREHOLDER | B | |
| QED FUND V, LP | DE | SHAREHOLDER | B | |
| QED FUND V, LP | DE | SHAREHOLDER | B | |
| QED FUND V, LP | DE | SHAREHOLDER | B | |
| QED FUND V, LP | DE | SHAREHOLDER | B | |
| QED FUND V, LP | DE | SHAREHOLDER | B | |
| QED FUND V, LP | DE | SHAREHOLDER | B | |
| QED FUND V, LP | DE | SHAREHOLDER | B | |
| QED FUND V, LP | DE | SHAREHOLDER | B | |
| QED FUND V, LP | DE | SHAREHOLDER | B | |
| QED FUND V, LP | DE | SHAREHOLDER | B | |
| QED FUND V, LP | DE | SHAREHOLDER | B | |
| WEI, PHILLIP | I | CHIEF TECHNOLOGY OFFICER | B | Control |
| WEI, PHILLIP | I | CHIEF TECHNOLOGY OFFICER | B | Control |
| WEI, PHILLIP | I | CHIEF TECHNOLOGY OFFICER | B | Control |
| WEI, PHILLIP | I | SECRETARY TO BOARD OF DIRECTORS | B | Control |
| WEI, PHILLIP | I | SECRETARY TO BOARD OF DIRECTORS | B | Control |
| WEI, PHILLIP | I | CHIEF TECHNOLOGY OFFICER | B | Control |
| WEI, PHILLIP | I | SECRETARY TO BOARD OF DIRECTORS | B | Control |
| WEI, PHILLIP | I | SECRETARY TO BOARD OF DIRECTORS | B | Control |
| WEI, PHILLIP | I | SECRETARY TO BOARD OF DIRECTORS | B | Control |
| WEI, PHILLIP | I | SECRETARY TO BOARD OF DIRECTORS | B | Control |
| WEI, PHILLIP | I | SECRETARY TO BOARD OF DIRECTORS | B | Control |
| WEI, PHILLIP | I | SECRETARY TO BOARD OF DIRECTORS | B | Control |
| AH PARALLEL FUND IV, L.P. | DE | SHAREHOLDER | A | |
| AH PARALLEL FUND IV, L.P. | DE | SHAREHOLDER | A | |
| AH PARALLEL FUND IV, L.P. | DE | SHAREHOLDER | A | |
| AH PARALLEL FUND IV, L.P. | DE | SHAREHOLDER | A | |
| AH PARALLEL FUND IV, L.P. | DE | SHAREHOLDER | A | |
| AH PARALLEL FUND IV, L.P. | DE | SHAREHOLDER | A | |
| AH PARALLEL FUND IV, L.P. | DE | SHAREHOLDER | A | |
| AH PARALLEL FUND IV, L.P. | DE | SHAREHOLDER | A | |
| AH PARALLEL FUND IV, L.P. | DE | SHAREHOLDER | A | |
| AH PARALLEL FUND IV, L.P. | DE | SHAREHOLDER | A | |
| AH PARALLEL FUND IV, L.P. | DE | SHAREHOLDER | A | |
| AH PARALLEL FUND IV, L.P. | DE | SHAREHOLDER | A | |
| LEVIN, JOSHUA | I | CHIEF STRATEGY OFFICER | A | Control |
| LEVIN, JOSHUA | I | CHIEF STRATEGY OFFICER | A | Control |
| LEVIN, JOSHUA | I | CHIEF STRATEGY OFFICER | A | Control |
| LEVIN, JOSHUA | I | CHIEF STRATEGY OFFICER | A | Control |
| LEVIN, JOSHUA | I | CHIEF STRATEGY OFFICER | A | Control |
| LEVIN, JOSHUA | I | CHIEF STRATEGY OFFICER | A | Control |
| LEVIN, JOSHUA | I | CHIEF STRATEGY OFFICER | A | Control |
| LEVIN, JOSHUA | I | CHIEF STRATEGY OFFICER | A | Control |
| LEVIN, JOSHUA | I | CHIEF STRATEGY OFFICER | A | Control |
| LEVIN, JOSHUA | I | CHIEF STRATEGY OFFICER | A | Control |
| LEVIN, JOSHUA | I | CHIEF STRATEGY OFFICER | A | Control |
| LEVIN, JOSHUA | I | CHIEF STRATEGY OFFICER | A | Control |
| QED FUND V, LP | DE | SHAREHOLDER | A | Control |
| QED FUND V, LP | DE | SHAREHOLDER | A | Control |
| RESOLUTE INVESTMENT MANAGERS, INC. | DE | SHAREHOLDER | A | |
| RESOLUTE INVESTMENT MANAGERS, INC. | DE | SHAREHOLDER | A | |
| RESOLUTE INVESTMENT MANAGERS, INC. | DE | SHAREHOLDER | A | |
| RESOLUTE INVESTMENT MANAGERS, INC. | DE | SHAREHOLDER | A | |
| RESOLUTE INVESTMENT MANAGERS, INC. | DE | SHAREHOLDER | A | |
| RESOLUTE INVESTMENT MANAGERS, INC. | DE | SHAREHOLDER | A | |
| RESOLUTE INVESTMENT MANAGERS, INC. | DE | SHAREHOLDER | A | |
| RESOLUTE INVESTMENT MANAGERS, INC. | DE | SHAREHOLDER | A | |
| RESOLUTE INVESTMENT MANAGERS, INC. | DE | SHAREHOLDER | A | |
| SYSTEMIQ INCUBATION LIMITED | FE | SHAREHOLDER | A | |
| SYSTEMIQ INCUBATION LIMITED | FE | SHAREHOLDER | A | |
| SYSTEMIQ INCUBATION LIMITED | FE | SHAREHOLDER | A | |
| SYSTEMIQ INCUBATION LIMITED | FE | SHAREHOLDER | A | |
| SYSTEMIQ INCUBATION LIMITED | FE | SHAREHOLDER | A | |
| SYSTEMIQ INCUBATION LIMITED | FE | SHAREHOLDER | A | |
| SYSTEMIQ INCUBATION LIMITED | FE | SHAREHOLDER | A | |
| SYSTEMIQ INCUBATION LIMITED | FE | SHAREHOLDER | A | |
| SYSTEMIQ INCUBATION LIMITED | FE | SHAREHOLDER | A | |
| SYSTEMIQ INCUBATION LIMITED | FE | SHAREHOLDER | A | |
| SYSTEMIQ INCUBATION LIMITED | FE | SHAREHOLDER | A | |
| SYSTEMIQ INCUBATION LIMITED | FE | SHAREHOLDER | A | |
| Y COMBINATOR | DE | CONVERTIBLE NOTEHOLDER | A | |
| Y COMBINATOR | DE | CONVERTIBLE NOTEHOLDER | A | |
| Y COMBINATOR | DE | CONVERTIBLE NOTEHOLDER | A | |
| Y COMBINATOR | DE | CONVERTIBLE NOTEHOLDER | A | |
| Y COMBINATOR | DE | CONVERTIBLE NOTEHOLDER | A | |
| Y COMBINATOR | DE | CONVERTIBLE NOTEHOLDER | A | |
| Y COMBINATOR | DE | CONVERTIBLE NOTEHOLDER | A | |
| Y COMBINATOR | DE | CONVERTIBLE NOTEHOLDER | A | |
| Y COMBINATOR | DE | CONVERTIBLE NOTEHOLDER | A | |
| Y COMBINATOR | DE | CONVERTIBLE NOTEHOLDER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| J.P. MORGAN CHASE & CO. | DE | JPMORGAN CHASE HOLDINGS LLC | E | Control |
| J.P. MORGAN CHASE & CO. | DE | JPMORGAN CHASE HOLDINGS LLC | E | Control |
| Morris, Nigel, William | I | QED FUND V, LP | C | |
| Morris, Nigel, William | I | QED FUND V, LP | C | |
| Morris, Nigel, William | I | QED FUND V, LP | C | |
| Morris, Nigel, William | I | QED FUND V, LP | C | |
| Morris, Nigel, William | I | QED FUND V, LP | C | |
| Morris, Nigel, William | I | QED FUND V, LP | C | |
| Morris, Nigel, William | I | QED FUND V, LP | C | |
| Morris, Nigel, William | I | QED FUND V, LP | C | |
| Morris, Nigel, William | I | QED FUND V, LP | C | |
| Morris, Nigel, William | I | QED FUND V, LP | C | |
| Morris, Nigel, William | I | QED FUND V, LP | C | |
| Morris, Nigel, William | I | QED FUND V, LP | C | |
| Morris, Nigel, William | I | QED FUND V, LP | C | |
| Morris, Nigel, William | I | QED FUND V, LP | C | |
| SYSTEMIQ LIMITED | FE | SYSTEMIQ INCUBATION LIMITED | C | |
| SYSTEMIQ LIMITED | FE | SYSTEMIQ INCUBATION LIMITED | C | |
| SYSTEMIQ LIMITED | FE | SYSTEMIQ INCUBATION LIMITED | C | |
| SYSTEMIQ LIMITED | FE | SYSTEMIQ INCUBATION LIMITED | C | |
| SYSTEMIQ LIMITED | FE | SYSTEMIQ INCUBATION LIMITED | C | |
| SYSTEMIQ LIMITED | FE | SYSTEMIQ INCUBATION LIMITED | C | |
| SYSTEMIQ LIMITED | FE | SYSTEMIQ INCUBATION LIMITED | C | |
| SYSTEMIQ LIMITED | FE | SYSTEMIQ INCUBATION LIMITED | C | |
| SYSTEMIQ LIMITED | FE | SYSTEMIQ INCUBATION LIMITED | C | |
| SYSTEMIQ LIMITED | FE | SYSTEMIQ INCUBATION LIMITED | C | |
| SYSTEMIQ LIMITED | FE | SYSTEMIQ INCUBATION LIMITED | C | |
| SYSTEMIQ LIMITED | FE | SYSTEMIQ INCUBATION LIMITED | C |
Registrations
Federal
IA
Apr 1, 2021 REGISTERED
Notice Filings (26)
AK AZ CA CO CT DC FL GA IL LA MA MD ME MI MN NC NH NJ NY OH OR PA TX UT VA WA
Address
ONE MARKET STREET36TH FLOOR
SAN FRANCISCO, CA 94105
United States
Phone: 855-466-6545