Oppenheimerfunds Inc

RIASEC RegisteredEst. 1971
Total AUM
$828K
Discretionary
$828K
100% of AUM
Avg account
$828K
Accounts
1
Employees
15
Advisory reps
7

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

FINTRX

Overview

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

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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 4
  • Laura Dukes

    CEOCRD 4564818

  • Mark Gregson

    Mark Gregson

    Chief Financial OfficerCRD 2630230

  • Devin Hummel

    Chief Compliance OfficerCRD 6449426

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Contacts

3 of 3
  • Melanie Ringold

    SecretaryCRD 4765022

  • Kevin Oldham

    Kevin Oldham

    TreasurerCRD 5671390

  • Greg Ketron

    TreasurerCRD 5425479

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth