Oppenheimer Asset Management

Overview

Oppenheimer Asset Management is a corporate investment adviser that has been SEC-registered since 1988. The firm operates as a multi-strategy fund manager with activity in hedge fund and private equity strategies while also providing more traditional portfolio management. Its client base spans individuals and families as well as institutional investors. Fee arrangements include both percentage-of-AUM charges and fixed fees. Advisory services reported on filings include discretionary and non‑discretionary portfolio management for individuals, pooled vehicles and institutions, selection of other advisers, and publication of periodicals or newsletters. The firm is identified as not being an active ESG investor and is not registered as a multi‑state adviser per the snapshot data. Industry affiliations listed in the profile include relationships with broker‑dealer, trust company, insurance company, CPO/CTA, pension consultant functions and roles as sponsor or managing member of pooled vehicles.

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Location & Offices