Oppenheimer + Close LLC
Legal Name: OPPENHEIMER + CLOSE, LLC
Full Contact Details
Oppenheimer + Close LLC
119 W 57TH STREET, SUITE 1515, NEW YORK, NY
212-489-7527
212-489-1626
Other Info
OPPENHEIMER + CLOSE, LLC is a Delaware Limited Liability Company with 5 employees, 3 of whom serve in advisory roles. While its number of clients is unknown, its most recent SEC status is listed as Approved and it has been registered since August 10, 1989.
Investing with Oppenheimer + Close
Operating Principles Managing Client Assets Who We Are Form ADV Part 2 / Form CRS Contact Disciplined value investing. Value Investing Our goal is to identify companies at times of undervaluation due to market forces or investor perceptions by employing a disciplined research process designed to …
Direct Owners
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CARL KIRBY OPPENHEIMER
DIRECTOR, MANAGING MEMBER / CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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JOHN JAY KOLLER
MEMBER owns more than 10% but less than 25%
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MARY CLOSE OPPENHEIMER
MEMBER owns more than 10% but less than 25%
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PHILIP VICTOR OPPENHEIMER
DIRECTOR, MANAGING MEMBER owns more than 10% but less than 25%
Prime Brokers
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PERSHING LLC
United States
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