Oppenheimer Alternative Investment Management, LLC

RIASEC RegisteredEst. 2006
Total AUM
$178M
Discretionary
$178M
100% of AUM
Avg account
$25.4M
Accounts
7
Employees
9
Advisory reps
7

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • Robert Lowenthal

    Robert Lowenthal

    President and Chief Executive OfficerCRD 1639913

  • Brian Roth

    Brian Roth

    Chief Compliance OfficerCRD 1424322

  • Brad Watkins

    Brad Watkins

    Chief Financial OfficerCRD 6319251

Unlock 2 more executives

Contacts

2 of 2
  • Dennis Patrick Mcnamara

    Dennis Patrick Mcnamara

    Executive Vice President & General CounselCRD 2938486

  • Bryan Mckigney

    Bryan Mckigney

    PresidentCRD 4293175

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth