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 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
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

Brad Watkins
Chief Financial OfficerCRD 6319251

Dominic Valentino
Chief AML OfficerCRD 6940515
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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