OPPVEST, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 296317). Regulatory assets under management: $217.8M.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Carl Kirby Oppenheimer | MANAGING MEMBER, CCO | New York, NY |
| Kirsten Beaven Oppenheimer | MEMBER | — |
| OPPENHEIMER PHILIP VICTOR | MANAGING MEMBER | — |
| OPPENHEIMER CARL KIRBY | MANAGING MEMBER; MANAGING MEMBER, CCO | — |
| OPPENHEIMER MARY CLOSE | MEMBER | — |
| POWELL GABRIELA | CHIEF COMPLIANCE OFFICER, MEMBER | — |
| KOLLER JOHN JAY | MEMBER | — |
| Oppenheimer Kirsten Beaven | MEMBER | — |
| Fund | Type | Formed | Owners | Gross asset value | 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 |