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 focuses on managing pooled investment vehicles and selecting third‑party advisers for institutional clients. The firm registered with the SEC in 2006 and functions as a private fund manager and other fund provider rather than a broad capital allocator. Its ownership is listed as a combination of a domestic entity and an individual. The firm’s commercial model blends asset‑based and performance fees. FINTRX flags its advisory activity as portfolio management for pooled vehicles and the selection of other advisers. It is not identified as an active ESG investor and is not characterized as a multistate adviser. On the industry side, the firm is connected with a range of market roles, including broker‑dealer activity, other registered investment adviser functions, CPO/CTA involvement, trust and insurance company relationships, and roles as sponsor, general partner or managing member of pooled funds.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 5ROBERT LOWENTHAL
President and Chief Executive OfficerCRD 1639913
Brad Watkins
Chief Financial OfficerCRD 6319251
Dominic Valentino
Chief AML OfficerCRD 6940515
Contacts
2 of 2DENNIS 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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