Investment adviser · CRD 226607

OPENFOLIO LLC

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Jan 25, 2017

Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 25, 2017. View historical filings

Reported services

Individual portfolio management · Selection of other advisers

Compensation

Not reported in these imported fields

Principal office

264 CANAL ST., 4W
NEW YORK, NY, 10013, United States

CRD 226607

Filing source

Form ADV 1067046 · Jan 25, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.