FormDSignal

OPPENHEIMER & CO. INC.

Custodian · NEW YORK, United States · LOS ANGELES, United States · SANTA CLARA, United States

Funds served
24
Advisers served
4
Gross assets on those funds
$4.74B
Client launches, 12 months
24

Form D launches by this custodian's clients

Fund vehicles filed on EDGAR in the last 12 months by advisers that name OPPENHEIMER & CO. INC. on an existing fund. For OPPENHEIMER & CO. INC.: your clients' new funds. For everyone else: launches where OPPENHEIMER & CO. INC. is the incumbent to beat.

24 launches in the last 12 months by advisers that already use OPPENHEIMER & CO. INC., each with vehicle, size, strategy and the people on the filing. Subscribe to unlock

Funds naming OPPENHEIMER & CO. INC. as custodian

  • CERTARES HOLDINGS (BLOCKABLE) LLC
  • LINSE CAPITAL FUND I, LP
  • KLINE HILL PARTNERS FUND II LP
  • CERTARES HOLDINGS LLC
  • CERTARES HOLDINGS (OPTIONAL) LLC

All 24 funds with the adviser behind each, gross assets and investor counts. Subscribe to unlock

Source: each adviser's latest Form ADV, Schedule D Section 7.B.(1), as filed on IAPD. Provider names are as written by the adviser; the same firm can appear under several legal entities.