Oppenheimer Asset Management Inc.
● SEC registered since 1988CRD 105559SEC# 801-31427New York, NY
Ranks #534 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$21.33B
Fund GAV
$82.6M
Private funds
3
Employees
129
Accounts
43,537
Location
New York, NY
Oppenheimer Asset Management Inc. assets under management
Oppenheimer Asset Management Inc. is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 1988. It reports $21.3 billion in regulatory assets under management and employs 129 people. Oppenheimer Asset Management Inc. manages 3 private funds with combined gross assets of $82.6 million, including Aa Millennium USA Access Fund LLC. By regulatory assets, it ranks 534 of 6,004 private fund managers.
Oppenheimer Asset Management Inc. private funds
3 funds · $82.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Aa Millennium USA Access Fund LLC | Hedge | $68.1M | $250K |
| Aa 26n Private Equity Access Fund LLC | Private Equity | $8.7M | $250K |
| Aa Oaktree Power7 Access Fund, LLC | Private Equity | $5.8M | $250K |
Oppenheimer Asset Management Inc. owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Albert Grinsfelder Lowenthal Control | Executive Chairman/Director | Under 5% | 2025 |
| Brad Michael Watkins Control | Senior Vice President-Cfo | Under 5% | 2022 |
| Brian Alan Roth | Ia-Cco | Under 5% | 2021 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Oppenheimer Asset Management Inc. manage?
Oppenheimer Asset Management Inc. reports $21.3 billion in regulatory assets under management on its Form ADV.
How many private funds does Oppenheimer Asset Management Inc. manage?
Oppenheimer Asset Management Inc. manages 3 private funds with combined gross assets of $82.6 million.
How many employees does Oppenheimer Asset Management Inc. have?
Oppenheimer Asset Management Inc. reports 129 employees.
Where is Oppenheimer Asset Management Inc. located?
Oppenheimer Asset Management Inc. is based in New York, NY and has been SEC-registered since 1988.
Does Oppenheimer Asset Management Inc. disclose fund performance?
Oppenheimer Asset Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 85 Broad Street, New York, NY 10004 |
| Phone | 212-668-8000 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$21.33B▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
AUM vs fund managersTop 9%
Larger than 91% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 6%
More than 94% of 16,825 advisers
Assets under management
$21.33Bregulatory AUM
Discretionary $16.33BNon-discretionary $5B
Fund type mix
Private Equity2
Hedge1