{
  "crd_number": 322128,
  "slug": "open-source-investment-manager-llc-austin-tx-322128",
  "primary_business_name": "OPEN SOURCE INVESTMENT MANAGER, LLC",
  "legal_name": "OPEN SOURCE INVESTMENT MANAGER, LLC",
  "dbas": [],
  "city": "Austin",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "12420",
  "metro": {
    "cbsa_code": "12420",
    "common_name": "Austin",
    "msa_name": "Austin-Round Rock-San Marcos, TX",
    "path": "/advisors/tx/austin"
  },
  "registration_type": "exempt",
  "registration_status": "State ERA - ACTIVE",
  "registration_date": "2022-08-01",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-09",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322128",
  "city_as_filed": "AUSTIN",
  "url": "https://advisorcensus.com/firm/open-source-investment-manager-llc-austin-tx-322128",
  "display_name": "Open Source Investment Manager, LLC",
  "summary": "Open Source Investment Manager, LLC is an exempt reporting adviser in Austin, TX, filing reports since 2022. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Open Source Investment Manager, LLC (CRD 322128): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Open Source Investment Manager, LLC located?",
      "a": "Open Source Investment Manager, LLC's principal office is in Austin, TX, according to its Form ADV."
    },
    {
      "q": "How does Open Source Investment Manager, LLC report to regulators?",
      "a": "Open Source Investment Manager, LLC is an exempt reporting adviser, filing reports since 2022. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 322128."
    },
    {
      "q": "Does Open Source Investment Manager, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/322128"
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2022-07-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-08-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-03-09"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/open-source-investment-manager-llc-austin-tx-322128.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": false,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322128",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}