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Brian W. Email & Phone Number
Partner
at
Open Road Holdings, LLC
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Partner
Location
Mill Valley, California, United States
Company size
Who is Brian W.? Overview
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Quick answer
Brian W. is listed as Partner at Open Road Holdings, LLC, a company with 6 employees, based in Mill Valley, California, United States. AeroLeads shows a matched LinkedIn profile for Brian W..
Brian W. previously worked as Managing Member at Anytime Storage and Investor, Advisor, Independent Sponsor at Investor, Advisor, Board Member, Managing Member. Brian W. holds B.A., Economics from University Of Michigan.
Company email context
Email format at Open Road Holdings, LLC
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Open Road Holdings, LLC
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Profile bio
About Brian W.
Over the last several years, I have been actively advising and investing in a diverse set of opportunities with high net worth individuals and family offices. Experienced with growing businesses and most aspects of finance, I continue to passionately seek new opportunities where I can add material value.Starting with Montgomery Securities in the mid-90s, I have had a 20+ year career in finance and investing on behalf of family offices, high net worth individuals, corporates, and institutional capital. Having started and successfully co-managed several ventures including an institutional public equity hedge fund, solar finance and development firm, and, most recently, turning around a portfolio of underperforming self-storage facilities, I bring a broad spectrum of experience to whatever I pursue. Simultaneously, I have personally invested in a multitude of opportunities in private and public equities, angel investments, real estate, and alternative debt. Currently serve as an active Board member or Advisor to several start-up, lower middle market, and nonprofit entities.
Current workplace
Brian W.'s current company
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Open Road Holdings, Llc
8 roles · 18 years
Brian W. work experience
A career timeline built from the work history available for this profile.
Managing Member
CurrentCo-own and co-manage a portfolio of fifteen self-storage facilities and a self-storage property management firm. Redeveloped and repositioned an under-maintained and under-managed portfolio of self-storage facilities in Arizona leading to a significant improvement in revenue and net operating income. Developing two new facilities currently.
Oct 2015 - Present
Partner
CurrentOpen Road Holdings is a Calfornia-based lower middle market private investment firm which invests in US or Canadian businesses earning between $1 - $7 million in EBTIDA.
Dec 2017 - Present
Investor, Advisor, Independent Sponsor
Current
Investor, Advisor, Board Member, Managing Member
Investment management, debt and equity investing, real estate, and Advisor, Board Member, or Managing Member roles for several entities on behalf of personal assets as well as other limited partners.
Jan 2007 - Present
Co-Founder And Managing Partner
One of the founders of Smart Energy Capital, a distributed solar development and finance company. Smart Energy Capital completed over 50 solar projects with an aggregate capital cost in excess of $250 million for a wide range of commercial, municipal, and non-profit customers throughout the U.S. The company was acquired in 2013 by NextEra Energy Resources.
2008 - 2013
~5 yrs
Co-Founder And Co-Portfolio Manager
Fort Point Capital Management
Long / short equity hedge fund which returned annualized double digit unlevered net returns to investors versus a -5.5% S&P return with low market correlation and minimal drawdowns.
Jan 2000 - 2007
Managing Director
Montgomery Securities
US Equities
Jun 1996 - Dec 1999
Jun 1988 - Apr 1990
Team & coworkers
Colleagues at Open Road Holdings, LLC
Other employees you can reach at anytimestorage.com. View company contacts for 6 employees →
TB
Toni B.
Colleague at Open Road Holdings, LlcApache Junction, Arizona, United States, United States
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RD
Ryan Day
Colleague at Open Road Holdings, LlcLynwood, California, United States, United States
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SW
Sydney Wagner
Colleague at Open Road Holdings, LlcLongview, Texas, United States, United States
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LN
Lana Nichelson
Colleague at Open Road Holdings, LlcMobile, Alabama, United States, United States
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SW
Sydney Wagner
Colleague at Open Road Holdings, LlcLongview, Texas, United States, United States
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JS
Jeremy Sullivan
Colleague at Open Road Holdings, LlcMobile, Alabama, United States, United States
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Toni B.
Colleague at Open Road Holdings, LlcApache Junction, Arizona, United States, United States
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RD
Ryan Day
Colleague at Open Road Holdings, LlcLynwood, California, United States, United States
View →
SW
Sydney Wagner
Colleague at Open Road Holdings, LlcLongview, Texas, United States, United States
View →
LN
Lana Nichelson
Colleague at Open Road Holdings, LlcMobile, Alabama, United States, United States
View →
SW
Sydney Wagner
Colleague at Open Road Holdings, LlcLongview, Texas, United States, United States
View →
JS
Jeremy Sullivan
Colleague at Open Road Holdings, LlcMobile, Alabama, United States, United States
View →
2 education records
Brian W. education
B.A., Economics
Mba, Entrepreneurial Studies And Finance
FAQ
Frequently asked questions about Brian W.
Quick answers generated from the profile data available on this page.
What company does Brian W. work for?
Brian W. works for Open Road Holdings, LLC.
What is Brian W.'s role at Open Road Holdings, LLC?
Brian W. is listed as Partner at Open Road Holdings, LLC.
Where is Brian W. based?
Brian W. is based in Mill Valley, California, United States while working with Open Road Holdings, LLC.
What companies has Brian W. worked for?
Brian W. has worked for Open Road Holdings, Llc, Anytime Storage, Investor, Advisor, Board Member, Managing Member, Smart Energy Capital, Llc, and Fort Point Capital Management.
Who are Brian W.'s colleagues at Open Road Holdings, LLC?
Brian W.'s colleagues at Open Road Holdings, LLC include Toni B., Ryan Day, Sydney Wagner, Lana Nichelson, and Sydney Wagner.
How can I contact Brian W.?
You can use AeroLeads to view verified contact signals for Brian W. at Open Road Holdings, LLC, including work email, phone, and LinkedIn data when available.
What schools did Brian W. attend?
Brian W. holds B.A., Economics from University Of Michigan.
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