| Name | Title | Ownership | Since |
|---|---|---|---|
| Albert Grinsfelder Lowenthal Control | Executive Chairman | Under 5% | 2004 |
| Brad Michael Watkins | Senior Vp, Chief Financial Officer | Under 5% | 2022 |
| Bryan Edward McKigney Control | Managing Director | Under 5% | 2025 |
Oppenheimer Investment Management LLC reports $915.6 million in regulatory assets under management on its Form ADV.
Oppenheimer Investment Management LLC reports 8 employees.
Oppenheimer Investment Management LLC is based in New York, NY and has been SEC-registered since 2004.
Oppenheimer Investment Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 85 Broad St, New York, NY 10004 |
| Phone | 212-667-4156 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $915.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $915.6M |