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Oppenheimer + Close, LLC

● SEC registered since 1989CRD 15168SEC# 801-34964New York, NY
Export (members)
Reg. AUM
$78.7M
Employees
5
Accounts
127
Location
New York, NY

Oppenheimer + Close, LLC assets under management

Oppenheimer + Close, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 1989. It reports $78.7 million in regulatory assets under management and employs 5 people.

Oppenheimer + Close, LLC owners & executives

2 reported
NameTitleOwnershipSince
Carl Kirby Oppenheimer ControlDirector, Managing Member / Chief Compliance OfficerOver 75%2007
Kirsten Beaven OppenheimerMember10-25%2021

Frequently asked questions

How much does Oppenheimer + Close, LLC manage?

Oppenheimer + Close, LLC reports $78.7 million in regulatory assets under management on its Form ADV.

How many employees does Oppenheimer + Close, LLC have?

Oppenheimer + Close, LLC reports 5 employees.

Where is Oppenheimer + Close, LLC located?

Oppenheimer + Close, LLC is based in New York, NY and has been SEC-registered since 1989.

Does Oppenheimer + Close, LLC disclose fund performance?

Oppenheimer + Close, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address119 W 57th Street, Suite 1515, New York, NY 10019-2303
Phone212-489-7527
Fax212-489-1626
Office hours9:00a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$75.7M
Non-discretionary$3M
Total (RAUM)$78.7M