Oppvest, LLC
● SEC registered since 2018CRD 296317SEC# 801-113107New York, NY
Ranks #5,025 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$217.8M
Fund GAV
$217.8M
Private funds
3
Employees
5
Accounts
3
Location
New York, NY
Oppvest, LLC assets under management
Oppvest, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2018. It reports $217.8 million in regulatory assets under management and employs 5 people. Oppvest, LLC manages 3 private funds with combined gross assets of $217.8 million, including P. Oppenheimer Investment Partnership, LP. By regulatory assets, it ranks 5,025 of 6,004 private fund managers.
Oppvest, LLC private funds
3 funds · $217.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| P. Oppenheimer Investment Partnership, LP | Hedge | $129.2M | $250K |
| Oppenheimer-Spence Financial Services Partnership, LP | Hedge | $50.5M | $250K |
| Oppenheimer-Close Investment Partnership, LP | Hedge | $38.1M | $250K |
Oppvest, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carl Kirby Oppenheimer Control | Managing Member, Cco | Over 75% | 2007 |
| Kirsten Beaven Oppenheimer | Member | 10-25% | 2021 |
Frequently asked questions
How much does Oppvest, LLC manage?
Oppvest, LLC reports $217.8 million in regulatory assets under management on its Form ADV.
How many private funds does Oppvest, LLC manage?
Oppvest, LLC manages 3 private funds with combined gross assets of $217.8 million.
How many employees does Oppvest, LLC have?
Oppvest, LLC reports 5 employees.
Where is Oppvest, LLC located?
Oppvest, LLC is based in New York, NY and has been SEC-registered since 2018.
Does Oppvest, LLC disclose fund performance?
Oppvest, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 119 West 57th Street, Suite 1515, New York, NY 10019 |
| Phone | 2124897527 |
| Fax | 2124891626 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$217.8M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
AUM vs fund managersTop 84%
Larger than 16% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$217.8Mregulatory AUM
Discretionary $217.8M
Service providers
Auditor
Prime broker
Custodian
Administrator