Oppenheimer Asset Management

Overview

Oppenheimer Asset Management is the asset-management arm of a corporate financial group, registered with the SEC since 1988. The firm operates as a multi-strategy manager with activity across hedge funds, private equity and pooled vehicles, serving both individual/family clients and institutional investors. Compensation arrangements include asset-based fees and fixed-fee mandates. Its advisory services cover discretionary portfolio management for individuals, businesses and pooled investment vehicles, selection of outside advisers and periodic publications. The firm is not an active ESG investor and does not present itself as a multi-state adviser. In addition to advisory work, Oppenheimer Asset Management maintains industry roles that include broker-dealer relationships, trust company and insurance company affiliations, provision of pension consulting services in some capacities, and acting as sponsor or general partner of pooled investment vehicles.

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Location & Offices