Overview
Corporate structure
OPENGATE CAPITAL MANAGEMENT, LLC is part of a group headed by Akn Holdings, LLC. 8 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.
Major holders of OPENGATE CAPITAL MANAGEMENT, LLC
- Next Step Consulting Sarl Owns 10% to 25% of Opengate Capital Management, LLC, since 04/2012 (Form ADV)
- Julien Paul Jerome Lagreze Owns 75% or more of Next Step, since 01/2008 (Form ADV)
- Andrew Kaveh Nikou Owns 75% or more of Akn Holdings,, since 08/2004 (Form ADV)
- Akn Holdings, LLC
- OPENGATE CAPITAL MANAGEMENT, LLC Los Angeles, California, United States
- OPENGATE CAPITAL PARTNERS I, LP Fund · Los Angeles, California, United States
- OPENGATE CAPITAL PARTNERS II, LP Fund · Los Angeles, California, United States
- OPENGATE CAPITAL PARTNERS II-A, LP Fund · Los Angeles, California, United States
- OpenGate Capital Partners III, LP Fund · Los Angeles, California, United States
- OpenGate Capital Partners III-A, LP Fund · Los Angeles, California, United States
- Pixel Intermediate, LLC Fund · Los Angeles, California, United States
- OPENGATE CAPITAL MANAGEMENT, LLC Los Angeles, California, United States
Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); major holders from Schedules 13D and 13G; owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.
Investment adviser
OPENGATE CAPITAL MANAGEMENT, LLC is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.
- Assets it manages$666.8M3 11 accounts, all with discretion
- Employees25 15 in investment advice or research
- ClientsPooled investment vehicles (other than investment companies and: 11 ($666.8M)
- How it is paidA percentage of assets under its management; Performance-based fees
- What it doesPortfolio management for pooled investment vehicles (other than investment companies)
- Holds client assetsNo
- RegistrationSEC 801-96335, CRD 213518 IAPD record
Who owns it
Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).
- AKN HOLDINGS, LLCowns 75% or more, since 03/2011
- NEXT STEP CONSULTING SARLowns 10% to 25%, since 04/2012
- Julien Paul Jerome Lagrezeowns 75% or more of NEXT STEP, since 01/2008
- Andrew Kaveh Nikouowns 75% or more of AKN HOLDINGS,, since 08/2004
Disciplinary record
The firm answered yes to 1 of the disciplinary questions on Form ADV (Item 11). A yes can concern the firm itself or an affiliate.
- Any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority has found the firm or an advisory affiliate to have been a cause of an investment-related business having its authorization to do business [ ] [ ] denied, suspended, revoked, or restricted.
Subsidiaries and ownership
Also consolidated
- FIVEN NORGE AS 100%2
Ownership links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); each one cites its LEI record.
Timeline
- Mar 1, 2011Founded OPENGATE CAPITAL MANAGEMENT, LLC is founded1
Sources
The numbers on this page point here. Each one links to the record it came from.
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