Oppvest, LLC
Oppvest, LLC is an SEC-registered asset manager in New York, NY with $217.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Oppvest, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 296317, SEC 801-113107, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $217.8M (2026-03-27)
- Firm type
- Asset Manager
- Location
- New York, NY
- Employees
- 5
- Clients
- 3
- CRD
- 296317
- Ownership
- OPPENHEIMER, CARL, KIRBY; OPPENHEIMER, MARY, CLOSE; Oppenheimer, Kirsten, Beaven; KOLLER, JOHN, JAY; OPPENHEIMER, PHILIP, VICTOR
How much AUM does Oppvest, LLC have?
Oppvest, LLC reported $217.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Oppvest, LLC?
Disclosed owners and executives of Oppvest, LLC include OPPENHEIMER, CARL, KIRBY, OPPENHEIMER, MARY, CLOSE, Oppenheimer, Kirsten, Beaven, KOLLER, JOHN, JAY, OPPENHEIMER, PHILIP, VICTOR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.