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Oppenheimer & Co. Inc.

● SEC registered since 1955CRD 249SEC# 801-887New York, NY
Export (members)
Ranks #220 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$32.42B
Fund GAV
$15.8M
Private funds
1
Employees
2,883
Accounts
37,605
Location
New York, NY

Oppenheimer & Co. Inc. assets under management

Oppenheimer & Co. Inc. is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 1955. It reports $32.4 billion in regulatory assets under management and employs 2,883 people. Oppenheimer & Co. Inc. manages 1 private fund with combined gross assets of $15.8 million, including Oppenheimer Activist Partners LP. By regulatory assets, it ranks 220 of 5,911 private fund managers.

Oppenheimer & Co. Inc. private funds

1 funds · $15.8M GAV
FundTypeGross assetsMin.
Oppenheimer Activist Partners LPHedge$15.8M$100K

Oppenheimer & Co. Inc. owners & executives

14 reported
NameTitleOwnershipSince
Albert Grinsfelder Lowenthal ControlExecutive Chairman-Director-Owns 100% Of Phase Ii Fin'lUnder 5%2025
Brad Michael Watkins ControlDirector-Executive Vice President-CfoUnder 5%2022
Dennis Patrick McNamara ControlE.v.p./Clo/SecretaryUnder 5%2006
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Frequently asked questions

How much does Oppenheimer & Co. Inc. manage?

Oppenheimer & Co. Inc. reports $32.4 billion in regulatory assets under management on its Form ADV.

How many private funds does Oppenheimer & Co. Inc. manage?

Oppenheimer & Co. Inc. manages 1 private funds with combined gross assets of $15.8 million.

How many employees does Oppenheimer & Co. Inc. have?

Oppenheimer & Co. Inc. reports 2,883 employees.

Where is Oppenheimer & Co. Inc. located?

Oppenheimer & Co. Inc. is based in New York, NY and has been SEC-registered since 1955.

Does Oppenheimer & Co. Inc. disclose fund performance?

Oppenheimer & Co. Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address85 Broad Street, 22nd Floor, New York, NY 10004
Phone212-668-8000
Office hours9:00a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$12.44B
Non-discretionary$19.98B
Total (RAUM)$32.42B

Service providers

Auditor
Custodian
Administrator