Oppvest LLC
Legal Name: OPPVEST, LLC
Full Contact Details
Oppvest LLC
119 WEST 57TH STREET, SUITE 1515, NEW YORK, NY
2124897527
2124891626
Other Info
Oppvest LLC, which is officially recognized as OPPVEST, LLC, is a limited liability company based in Delaware with a team of five employees, three of whom work in advisory roles. While the number of clients they serve is unknown, their SEC status is listed as approved and registered as of April 30, 2018.
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
MANAGING MEMBER, CCO 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
MANAGING MEMBER owns more than 10% but less than 25%
Prime Brokers
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PERSHING LLC
United States