Oppenheimer Horizon Management LP (New York)

Oppenheimer Horizon Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oppenheimer Horizon Management: assets under management

The assets under management (AUM) of Oppenheimer Horizon Management LP is $5.97 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $5.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.97 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oppenheimer Horizon Management LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 6 indirect owners.

Based in New York

The principal office where Oppenheimer Horizon Management LP performs its advisory services is located at 200 Park Avenue, New York, NY 10166, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212 667-4225 or by fax 212-667-4975. The normal business hours are 9:00am to 5:00pm on Monday - Friday.

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