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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

OPEN INVEST CO.

CRD 269997

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:493d654d-af1b-0a65-e6ca-d53167dd5ed6

Data as of Sep 16, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 9
On other graphs: 0
Observed: Jul 25, 2015 to Sep 16, 2021
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $21.5MItem 5.F on the latest filing (2021-09-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $21.5M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 34
Advisory employees: 7
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2
Individual clients: 0
High net worth clients: 0
SEC number: 801-105481
CRD: 269997
Filings on the tape: 24
First filed: Jul 25, 2015
Latest filed: Sep 16, 2021
Organised: Corporation, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALTAHAWI, OMAR, FAROUK	Treasurer	Na	yes	06/2021	Sep 16, 2021	Sep 16, 2021
CAMACHO, MICHAEL, ALAN	DIRECTOR AND PRESIDENT	Na	yes	06/2021	Sep 16, 2021	Sep 16, 2021
HOUSE, ANDREW, CHRISTOPHER	Secretary	Na	yes	06/2021	Sep 16, 2021	Sep 16, 2021
ISSAR, MONICA, NMN	DIRECTOR AND MANAGING DIRECTOR	Na	yes	06/2021	Sep 16, 2021	Sep 16, 2021
J.P. MORGAN CHASE & CO.	MANAGING MEMBER	E	yes	09/2016	Sep 16, 2021	Sep 16, 2021
JPMORGAN CHASE HOLDINGS LLC	MANAGING MEMBER	E	yes	09/2016	Sep 16, 2021	Sep 16, 2021
LYON, ALEXANDRA, EMMA	CHIEF COMPLIANCE OFFICER	Na	no	10/2020	Sep 16, 2021	Sep 16, 2021
SKILTON, JEFFREY, ROBERT	Controller	Na	no	08/2021	Sep 16, 2021	Sep 16, 2021

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN FRANCISCO	CA	United States	7	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 31, 2021	$106M	$86.4M	34	6	0	n/a	n/a
2019	Mar 30, 2020	$55.4M	$55.4M	19	3	0	n/a	n/a
2018	Mar 29, 2019	$42.0M	$42.0M	13	2	1	n/a	n/a
2017	Mar 29, 2018	$5.8M	$5.8M	4	2	1	n/a	n/a
2016	Mar 16, 2017	$1.4M	$1.4M	4	2	n/a	n/a	n/a
2015	Feb 26, 2016	$0	$0	2	2	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$21.5M	$55.4M	-61.2%	$5.8M	54.7%	34	19	1	0

Relationships

Controls (6)

← CAMACHO, MICHAEL, ALANOwnerDIRECTOR AND PRESIDENT, ownership code NA, individual
Sep 16, 2021 to presentfactForm ADV
← ISSAR, MONICA, NMNOwnerDIRECTOR AND MANAGING DIRECTOR, ownership code NA, individual
Sep 16, 2021 to presentfactForm ADV
← ALTAHAWI, OMAR, FAROUKOwnerTREASURER, ownership code NA, individual
Sep 16, 2021 to presentfactForm ADV
← HOUSE, ANDREW, CHRISTOPHEROwnerSECRETARY, ownership code NA, individual
Sep 16, 2021 to presentfactForm ADV
← J.P. MORGAN CHASE & CO.OwnerMANAGING MEMBER, ownership code E, domestic entity
Sep 16, 2021 to presentfactForm ADV
← JPMORGAN CHASE HOLDINGS LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Sep 16, 2021 to presentfactForm ADV

Owns (2)

← SKILTON, JEFFREY, ROBERTOwnerCONTROLLER, ownership code NA, individual
Sep 16, 2021 to presentfactForm ADV
← LYON, ALEXANDRA, EMMAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 16, 2021 to presentfactForm ADV

Dated events

Occurred
Sep 16, 2021
Control person left
M Conor Murray (Chief Operating Officer) no longer on Schedule A of Open Invest Co. (listed 2021-04-12, absent 2021-09-16)
Form ADVobserved 5 days ago
Occurred
Sep 16, 2021
Control person left
Phillip Wei (Secretary To Board Of Directors) no longer on Schedule A of Open Invest Co. (listed 2021-04-12, absent 2021-09-16)
Form ADVobserved 5 days ago
Occurred
Sep 16, 2021
Control person left
Joshua Levin (Chief Strategy Officer) no longer on Schedule A of Open Invest Co. (listed 2021-04-12, absent 2021-09-16)
Form ADVobserved 5 days ago
Occurred
Sep 16, 2021
Control person joined
Alan Michael Camacho (Director And President) appeared on Schedule A of Open Invest Co.
Form ADVobserved 5 days ago
Occurred
Sep 16, 2021
Control person joined
Nmn Monica Issar (Director And Managing Director) appeared on Schedule A of Open Invest Co.
Form ADVobserved 5 days ago
Occurred
Sep 16, 2021
Control person joined
Farouk Omar Altahawi (Treasurer) appeared on Schedule A of Open Invest Co.
Form ADVobserved 5 days ago
Occurred
Sep 16, 2021
Control person joined
Christopher Andrew House (Secretary) appeared on Schedule A of Open Invest Co.
Form ADVobserved 5 days ago
Occurred
Nov 6, 2019
Control person joined
Joshua Levin (Chief Strategy Officer) appeared on Schedule A of Open Invest Co.
Form ADVobserved 5 days ago
Occurred
Jul 25, 2015
First Form ADV filing
Open Invest Co. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:493d654d-af1b-0a65-e6ca-d53167dd5ed6
First observed: Jul 25, 2015
Last observed: Sep 16, 2021 61 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OPEN INVEST CO.

CRD 269997

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:493d654d-af1b-0a65-e6ca-d53167dd5ed6

Data as of Sep 16, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:28 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALTAHAWI, OMAR, FAROUK

Treasurer

yes

06/2021

Sep 16, 2021

CAMACHO, MICHAEL, ALAN

DIRECTOR AND PRESIDENT

yes

06/2021

Sep 16, 2021

HOUSE, ANDREW, CHRISTOPHER

Secretary

yes

06/2021

Sep 16, 2021

ISSAR, MONICA, NMN

DIRECTOR AND MANAGING DIRECTOR

yes

06/2021

Sep 16, 2021

J.P. MORGAN CHASE & CO.

MANAGING MEMBER

yes

09/2016

Sep 16, 2021

JPMORGAN CHASE HOLDINGS LLC

MANAGING MEMBER

yes

09/2016

Sep 16, 2021

LYON, ALEXANDRA, EMMA

CHIEF COMPLIANCE OFFICER

10/2020

Sep 16, 2021

SKILTON, JEFFREY, ROBERT

Controller

08/2021

Sep 16, 2021

City

State

Country

Employees

Also broker-dealer

SAN FRANCISCO

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 31, 2021

$106M

$86.4M

n/a

2019

Mar 30, 2020

$55.4M

n/a

2018

Mar 29, 2019

$42.0M

n/a

2017

Mar 29, 2018

$5.8M

n/a

2016

Mar 16, 2017

$1.4M

n/a

2015

Feb 26, 2016

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$21.5M

$55.4M

-61.2%

$5.8M

54.7%