Oppenheimerfunds Inc is a large advisory firm based in New York. It manages $869.21 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Massachusetts, New York, and 3 other states.
Oppenheimerfunds provides portfolio management for pooled investment vehicles, selection of other advisers, and asset allocation. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oppenheimerfunds Inc is $869.21 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Oppenheimerfunds Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Roger William Crandall is pooled investment vehicles with 1 clients and $869.21 million of assets under management. Among the 7 most similar advisory firms, Oppenheimerfunds has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $869.21 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Oppenheimerfunds also advises several private funds. Namely, one other private fund.
Roger William Crandall has been acting as President since 1 Jan 2010. Kurt John Wolfgruber has served as the Chief Investment Officer since 1 Jan 2003 and John Vincent Murphy is the Chief Executive Officer of Oppenheimerfunds Inc family office. Robert Harris Rigsby joined the executive team most recently as the Director, Chief Executive Officer, And President.
The principal office where Oppenheimerfunds Inc performs its advisory services is located at 225 Liberty Street, 11 Th Floor, New York, NY 10281 1008, which is also the mailing address of the firm. An additional office of the firm is in Rochester, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-323-0200 or by fax 212-323-4070. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at oppenheimerfunds.com.