Oppenheimerfunds Inc
● SEC registered since 1971CRD 104983SEC# 801-8253Atlanta, GA
Ranks #5,999 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$828K
Fund GAV
$828K
Private funds
1
Employees
15
Accounts
1
Location
Atlanta, GA
Oppenheimerfunds Inc assets under management
Oppenheimerfunds Inc is a registered investment adviser overseen by the SEC based in Atlanta, GA. The firm has been registered since 1971. It reports $827,684 in regulatory assets under management and employs 15 people. Oppenheimerfunds Inc manages 1 private fund with combined gross assets of $827,684, including Ofi Global China Fund, LLC. By regulatory assets, it ranks 5,999 of 6,004 private fund managers.
Oppenheimerfunds Inc private funds
1 funds · $828K GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Ofi Global China Fund, LLC | Other Private | $828K | — |
Oppenheimerfunds Inc owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Devin Kristine Hummel Control | Chief Compliance Officer, Senior Vice President, And Senior Compliance Manager | Under 5% | 2023 |
| Greg Ketron Control | Director | Under 5% | 2022 |
| Kevin William Oldham Control | Treasurer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Oppenheimerfunds Inc manage?
Oppenheimerfunds Inc reports $827,684 in regulatory assets under management on its Form ADV.
How many private funds does Oppenheimerfunds Inc manage?
Oppenheimerfunds Inc manages 1 private funds with combined gross assets of $827,684.
How many employees does Oppenheimerfunds Inc have?
Oppenheimerfunds Inc reports 15 employees.
Where is Oppenheimerfunds Inc located?
Oppenheimerfunds Inc is based in Atlanta, GA and has been SEC-registered since 1971.
Does Oppenheimerfunds Inc disclose fund performance?
Oppenheimerfunds Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1331 Spring Street NW, Suite 2500, Atlanta, GA 30309 |
| Phone | 404-892-0896 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 728889 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$828K▼ 100%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
AUM vs fund managersTop 99%
Larger than 1% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$828Kregulatory AUM
Discretionary $828K
Service providers
Auditor
Custodian