# OPPVEST, LLC

OPPVEST, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 296317
- Type: SEC-registered investment adviser
- SEC file number: 801-113107
- Location: 119 WEST 57TH STREET, SUITE 1515, NEW YORK, NY, 10019
- Phone: 2124897527
- Latest filing: 2026-03-27
- Regulatory AUM: $217.8M
- Discretionary AUM: $217.8M
- Clients: 5
- Accounts: 3

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| [Carl Kirby Oppenheimer](https://search.stillhousedata.com/person/13218) | MANAGING MEMBER, CCO | New York, NY |
| [Kirsten Beaven Oppenheimer](https://search.stillhousedata.com/person/690743) | MEMBER | — |
| [OPPENHEIMER PHILIP VICTOR](https://search.stillhousedata.com/person/738659) | MANAGING MEMBER | — |
| [OPPENHEIMER CARL KIRBY](https://search.stillhousedata.com/person/738660) | MANAGING MEMBER; MANAGING MEMBER, CCO | — |
| [OPPENHEIMER MARY CLOSE](https://search.stillhousedata.com/person/738661) | MEMBER | — |
| [POWELL GABRIELA](https://search.stillhousedata.com/person/738663) | CHIEF COMPLIANCE OFFICER, MEMBER | — |
| [KOLLER JOHN JAY](https://search.stillhousedata.com/person/754414) | MEMBER | — |
| [Oppenheimer Kirsten Beaven](https://search.stillhousedata.com/person/871049) | MEMBER | — |


## Private funds (3)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| P. OPPENHEIMER INVESTMENT PARTNERSHIP, LP | Hedge Fund | Delaware | 52 | $129.2M | $250K |
| OPPENHEIMER-SPENCE FINANCIAL SERVICES PARTNERSHIP, LP | Hedge Fund | Delaware | 35 | $50.5M | $250K |
| OPPENHEIMER-CLOSE INVESTMENT PARTNERSHIP, LP | Hedge Fund | Delaware | 33 | $38.1M | $250K |


## Fund service providers (1)

- administrator: ANCHIN, BLOCK & ANCHIN, LLP — 3 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/296317/brochure
- Similar advisers: https://search.stillhousedata.com/firm/296317/similar
- Related entities: https://search.stillhousedata.com/firm/296317/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/296317

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.