Oppenheimer + Close, LLC
● SEC registered since 1989CRD 15168SEC# 801-34964New York, NY
Reg. AUM
$93M
Employees
5
Accounts
127
Location
New York, NY
About Oppenheimer + Close
Oppenheimer + Close practices disciplined value investing seeking companies with strong balance sheets, recurrent free cash flow, and competitive positions trading below intrinsic value. The firm emphasizes aversion to permanent capital loss and alignment through managers' personal investments alongside clients.
Summary based on the firm’s website.
Oppenheimer + Close, LLC assets under management
Oppenheimer + Close, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 1989. It reports $93 million in regulatory assets under management and employs 5 people.
Oppenheimer + Close, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl Kirby Oppenheimer Control | Director, Managing Member / Chief Compliance Officer | Over 75% | 2007 |
| Kirsten Beaven Oppenheimer | Member | 10-25% | 2021 |
Frequently asked questions
How much does Oppenheimer + Close, LLC manage?
Oppenheimer + Close, LLC reports $93 million in regulatory assets under management on its Form ADV.
How many employees does Oppenheimer + Close, LLC have?
Oppenheimer + Close, LLC reports 5 employees.
Where is Oppenheimer + Close, LLC located?
Oppenheimer + Close, LLC is based in New York, NY and has been SEC-registered since 1989.
Does Oppenheimer + Close, LLC disclose fund performance?
Oppenheimer + Close, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 119 W 57th Street, Suite 1515, New York, NY 10019-2303 |
| Phone | 212-489-7527 |
| Fax | 212-489-1626 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$93M▲ 18%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$93Mregulatory AUM
Discretionary $89.6MNon-discretionary $3.4M