Oppenheimer & Co Inc
- Assets, Funds, Holdings
| Oppenheimer & Co Inc
|
| CRD # | 249 |
| SEC # | 801-887 |
| CIK # | 0000822581 |
| AUM |
36.71 B (2026-06-23)
|
| Employees |
2,806 (43% Investors, 63% Brokers)
|
| Fees | |
| Minimum |
|
| Phone | 212-668-8000 |
| Address | 85 Broad Street
New York, NY 10004 |
| Source |
[IAPD]
[EDGAR]
[Website]
|
|
Total AUM ($B)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
35,818
|
16.8 |
| (b) Individuals (high net worth individuals) |
1,229
|
5.7 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
0 |
0.0 |
| (g) Pension and profit sharing plans |
267 |
0.5 |
| (h) Charitable organizations |
191 |
0.4 |
| (i) State or municipal government entities |
1 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
12 |
0.1 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
304 |
2.0 |
| (n) Other |
1,214 |
11.1 |
| Total |
39,036 |
36.7 |
| By Discretionary |
| Discretionary |
20,471 |
14.2 |
| Non-Discretionary |
18,565 |
22.5 |
| Total |
39,036 |
36.7 |
| By Non-United States Persons |
| Non-United States Persons |
|
2.3 |
| United States Persons |
|
34.4 |
| Total |
39,036 |
36.7 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $5.0B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity |
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