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

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Overview

Oppenheimer Alternative Investment Management, LLC is an LLC that operates as a private fund sponsor and manager focused on pooled investment vehicles. The firm registered with the SEC in 2006 and serves an institutional client base. Its advisory work centers on portfolio management for pooled vehicles and the selection of outside advisers, and its business footprint includes roles commonly associated with sponsors or general partners of funds. Compensation is through a combination of asset-based fees and performance-linked fees, a structure consistent with private fund management. The firm is not identified as an active ESG investor and does not report multi-state adviser status. Industry affiliations reported alongside its advisory role include relationships with broker-dealers, other investment advisers, CPO/CTAs, trust companies, insurance companies, pension consultants, and acting as sponsor/GP/managing member of pooled 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

  • Brad Watkins

    Brad Watkins

    Chief Financial OfficerCRD 6319251

  • Dominic Valentino

    Dominic Valentino

    Chief AML OfficerCRD 6940515

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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