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Oppvest, LLC

● SEC registered since 2018CRD 296317SEC# 801-113107New York, NY
Export (members)
Ranks #4,922 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$182.7M
Fund GAV
$182.7M
Private funds
3
Employees
5
Accounts
3
Location
New York, NY

Oppvest, LLC assets under management

Oppvest, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2018. It reports $182.7 million in regulatory assets under management and employs 5 people. Oppvest, LLC manages 3 private funds with combined gross assets of $182.7 million, including P. Oppenheimer Investment Partnership, LP. By regulatory assets, it ranks 4,922 of 5,911 private fund managers.

Oppvest, LLC private funds

3 funds · $182.7M GAV
FundTypeGross assetsMin.
P. Oppenheimer Investment Partnership, LPHedge$105.9M$250K
Oppenheimer-Spence Financial Services Partnership, LPHedge$46.8M$250K
Oppenheimer-Close Investment Partnership, LPHedge$30M$250K

Oppvest, LLC owners & executives

2 reported
NameTitleOwnershipSince
Carl Kirby Oppenheimer ControlManaging Member, CcoOver 75%2007
Kirsten Beaven OppenheimerMember10-25%2021

Frequently asked questions

How much does Oppvest, LLC manage?

Oppvest, LLC reports $182.7 million in regulatory assets under management on its Form ADV.

How many private funds does Oppvest, LLC manage?

Oppvest, LLC manages 3 private funds with combined gross assets of $182.7 million.

How many employees does Oppvest, LLC have?

Oppvest, LLC reports 5 employees.

Where is Oppvest, LLC located?

Oppvest, LLC is based in New York, NY and has been SEC-registered since 2018.

Does Oppvest, LLC disclose fund performance?

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

Contact & registration

Address119 West 57th Street, Suite 1515, New York, NY 10019
Phone2124897527
Fax2124891626
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$182.7M
Non-discretionary$0
Total (RAUM)$182.7M

Service providers

Prime broker
Custodian