9AT: OPPENHEIMERFUNDS INC - Summary

OPPENHEIMERFUNDS INC

other names

OppenheimerFunds, Inc. was a global asset manager. As of February 28, 2019, the company managed over $260 billion in assets in over 13,000,000 investor accounts. In May 2019, the company was acquired by Invesco.

Headquarters	225 LIBERTY ST NEW YORK, NY, 10281-1005 United States

Adviser Profile

As of Date	04/22/2025
Adviser Type - Large advisory firm
Number of Employees	15 100.00%
of those in investment advisory functions	3 100.00%
Registration	SEC, Approved, 12/13/1971

AUM^*	253,927,602 -9.83%
of that, discretionary	253,927,602 -9.83%
Private Fund GAV^*	253,927,602 28.90%
Avg Account Size	253,927,602 -9.83%
SMA’s	No
Private Funds	1
Contact Info	212 xxxxxxx

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

235B 202B 168B 134B 101B 67B 34B

2015 2016 2017 2018 2019 2020 2021 2022 2023

Discretionary

Non-discretionary

Private Funds

GAV Count

Employees

Private Funds Structure

Fund Type	Count	GAV
Fund TypeOther Private Fund	Count1	GAV$253,927,602

Pie Radar

GAV Count

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Brochure Summary