Oppenheimer Alternative Investment Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 140485
- Registered since
- June 6, 2006
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Oppenheimer Alternative Investment Management, LLC is an SEC-registered limited liability company that advises pooled investment vehicles for institutional clients. Registered in 2006, the firm functions as a private equity and other-fund provider rather than a traditional capital allocator. Its advisory remit centers on portfolio management for pooled vehicles and the selection of third‑party advisers, and its compensation includes both a percentage-of-AUM component and performance-based fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. The firm maintains a range of industry roles and relationships that support its advisory work. It is connected with broker-dealers, other investment advisers, commodity pool/CTA structures, trust companies, insurance companies, and pension consulting, and acts as sponsor, general partner, or managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5
Robert Lowenthal
President and Chief Executive OfficerCRD 1639913
Brian Roth
Chief Compliance OfficerCRD 1424322

Brad Watkins
Chief Financial OfficerCRD 6319251
Contacts
2 of 2
Dennis Patrick Mcnamara
Executive Vice President & General CounselCRD 2938486

Bryan Mckigney
PresidentCRD 4293175
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 85 Broad St
- Time zone
- ET (UTC-5)
- Office locations
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