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Oppenheimerfunds Inc

● SEC registered since 1971CRD 104983SEC# 801-8253New York, NY
Export (members)
Ranks #4,489 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$253.9M
Fund GAV
$253.9M
Private funds
1
Employees
15
Accounts
1
Location
New York, NY

Oppenheimerfunds Inc assets under management

Oppenheimerfunds Inc is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 1971. It reports $253.9 million in regulatory assets under management and employs 15 people. Oppenheimerfunds Inc manages 1 private fund with combined gross assets of $253.9 million, including Ofi Global China Fund, LLC. By regulatory assets, it ranks 4,489 of 5,911 private fund managers.

Oppenheimerfunds Inc private funds

1 funds · $253.9M GAV
FundTypeGross assetsMin.
Ofi Global China Fund, LLCOther Private$253.9M

Oppenheimerfunds Inc owners & executives

11 reported
NameTitleOwnershipSince
Devin Kristine Hummel ControlChief Compliance Officer, Senior Vice President, And Senior Compliance ManagerUnder 5%2023
Greg Ketron ControlDirectorUnder 5%2022
Kevin William Oldham ControlTreasurerUnder 5%2022
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Frequently asked questions

How much does Oppenheimerfunds Inc manage?

Oppenheimerfunds Inc reports $253.9 million in regulatory assets under management on its Form ADV.

How many private funds does Oppenheimerfunds Inc manage?

Oppenheimerfunds Inc manages 1 private funds with combined gross assets of $253.9 million.

How many employees does Oppenheimerfunds Inc have?

Oppenheimerfunds Inc reports 15 employees.

Where is Oppenheimerfunds Inc located?

Oppenheimerfunds Inc is based in New York, NY and has been SEC-registered since 1971.

Does Oppenheimerfunds Inc disclose fund performance?

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

Contact & registration

Address225 Liberty Street, 11th Floor, Suite 2500, New York, NY 10281-1008
Phone404-892-0896
Office hours9:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
CIK728889
Discloses disciplinary historyYes

Assets under management

Discretionary$253.9M
Non-discretionary$0
Total (RAUM)$253.9M

Service providers

Auditor
Custodian