Oppenheimerfunds Inc
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 104983
- Registered since
- December 13, 1971
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Oppenheimerfunds Inc is organized as a corporation and operates as an institutional registered investment adviser. The firm is SEC‑registered and has been on the books since 1971. It positions itself as a capital allocator serving institutional clients and charges fees based on a percentage of assets under management. Its advisory work centers on portfolio management for pooled investment vehicles and the selection of other advisers. Firm affiliations extend into broker‑dealer activity, trust company functions, commodity pool/CTA roles, and sponsorship or management roles for pooled vehicles and limited partnerships. The firm is identified as an active ESG investor and is described as a related adviser to other entities.
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 4Laura Dukes
CEOCRD 4564818

Mark Gregson
Chief Financial OfficerCRD 2630230
Devin Hummel
Chief Compliance OfficerCRD 6449426
Contacts
3 of 3Melanie Ringold
SecretaryCRD 4765022

Kevin Oldham
TreasurerCRD 5671390
Greg Ketron
TreasurerCRD 5425479
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 1331 Spring St Nw
- Time zone
- ET (UTC-5)
- Office locations
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