OPPENHEIMER INVESTMENT MANAGEMENT LLC
CRD #133243 SEC #801-63615 NEW YORK, NY 212-667-4156
SEC Registered
Total AUM
$915.6M
Discretionary
$915.6M
Employees
8
Clients
0
Accounts
65
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $915.6M | $915.6M | $0 | 8 | 0 |
| Jul 2025 | $915.6M | $915.6M | $0 | 8 | 0 |
| Jul 2025 | $915.6M | $915.6M | $0 | 8 | 0 |
| Jun 2025 | $915.6M | $915.6M | $0 | 8 | 0 |
| May 2025 | $915.6M | $915.6M | $0 | 8 | 0 |
| Mar 2025 | $915.6M | $915.6M | $0 | 8 | 0 |
| Mar 2024 | $852.2M | $852.2M | $0 | 7 | 0 |
| Dec 2023 | $835.4M | $835.4M | $0 | 8 | 0 |
| Mar 2023 | $835.4M | $835.4M | $0 | 8 | 0 |
| Nov 2022 | $868.6M | $868.6M | $0 | 7 | 0 |
| Sep 2022 | $868.6M | $868.6M | $0 | 7 | 0 |
| Sep 2022 | $868.6M | $868.6M | $0 | 7 | 0 |
| Mar 2022 | $868.6M | $868.6M | $0 | 7 | 0 |
| Aug 2021 | $800.1M | $800.1M | $0 | 7 | 0 |
| Jul 2021 | $800.1M | $800.1M | $0 | 7 | 0 |
| Mar 2021 | $800.1M | $800.1M | $0 | 7 | 0 |
| Mar 2021 | $800.1M | $800.1M | $0 | 7 | 0 |
| Oct 2020 | $771.9M | $771.9M | $0 | 8 | 0 |
| Jun 2020 | $771.9M | $771.9M | $0 | 8 | 0 |
| Mar 2020 | $771.9M | $771.9M | $0 | 8 | 0 |
| Feb 2020 | $700.4M | $700.4M | $0 | 8 | 0 |
| Jan 2020 | $700.4M | $700.4M | $0 | 8 | 0 |
| Mar 2019 | $700.4M | $700.4M | $0 | 8 | 0 |
| Mar 2018 | $695M | $695M | $0 | 8 | 0 |
| May 2017 | $1.3B | $1.3B | $0 | 8 | 26 |
| Mar 2017 | $1.3B | $1.3B | $0 | 8 | 26 |
| Mar 2016 | $1.2B | $1.2B | $0 | 8 | 26 |
| Apr 2015 | $1.2B | $1.2B | $0 | 8 | 26 |
| Mar 2015 | $1.2B | $1.2B | $0 | 8 | 26 |
| Feb 2015 | $1.2B | $1.2B | $0 | 8 | 26 |
| Jan 2015 | $1.2B | $1.2B | $0 | 8 | 26 |
| Mar 2014 | $1.2B | $1.2B | $0 | 8 | 26 |
| Jul 2013 | $1.2B | $1.2B | $10.5M | 8 | 26 |
| Jul 2013 | $1.2B | $1.2B | $10.5M | 8 | 26 |
| Mar 2013 | $1.2B | $1.2B | $10.5M | 8 | 26 |
| Mar 2012 | $977.9M | $953.9M | $24M | 6 | 11 |
| Mar 2011 | $744.5M | $722.9M | $21.6M | 10 | -- |
| Mar 2007 | $832.6M | $832.6M | $0 | -- | -- |
| Mar 2006 | $239.1M | $239.1M | $0 | -- | -- |
| Nov 2005 | $0 | $0 | $0 | -- | -- |
| Jun 2005 | $0 | $0 | $0 | -- | -- |
| Jun 2005 | $0 | $0 | $0 | -- | -- |
| Jan 2005 | $0 | $0 | $0 | -- | -- |
DateOct 2025
Total AUM$915.6M
Discretionary$915.6M
Non-Disc.$0
Employees8
Clients0
DateJul 2025
Total AUM$915.6M
Discretionary$915.6M
Non-Disc.$0
Employees8
Clients0
DateJul 2025
Total AUM$915.6M
Discretionary$915.6M
Non-Disc.$0
Employees8
Clients0
DateJun 2025
Total AUM$915.6M
Discretionary$915.6M
Non-Disc.$0
Employees8
Clients0
DateMay 2025
Total AUM$915.6M
Discretionary$915.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$915.6M
Discretionary$915.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$852.2M
Discretionary$852.2M
Non-Disc.$0
Employees7
Clients0
DateDec 2023
Total AUM$835.4M
Discretionary$835.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$835.4M
Discretionary$835.4M
Non-Disc.$0
Employees8
Clients0
DateNov 2022
Total AUM$868.6M
Discretionary$868.6M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$868.6M
Discretionary$868.6M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$868.6M
Discretionary$868.6M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$868.6M
Discretionary$868.6M
Non-Disc.$0
Employees7
Clients0
DateAug 2021
Total AUM$800.1M
Discretionary$800.1M
Non-Disc.$0
Employees7
Clients0
DateJul 2021
Total AUM$800.1M
Discretionary$800.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$800.1M
Discretionary$800.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$800.1M
Discretionary$800.1M
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$771.9M
Discretionary$771.9M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$771.9M
Discretionary$771.9M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$771.9M
Discretionary$771.9M
Non-Disc.$0
Employees8
Clients0
DateFeb 2020
Total AUM$700.4M
Discretionary$700.4M
Non-Disc.$0
Employees8
Clients0
DateJan 2020
Total AUM$700.4M
Discretionary$700.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$700.4M
Discretionary$700.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$695M
Discretionary$695M
Non-Disc.$0
Employees8
Clients0
DateMay 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees8
Clients26
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees8
Clients26
DateMar 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees8
Clients26
DateApr 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees8
Clients26
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees8
Clients26
DateFeb 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees8
Clients26
DateJan 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees8
Clients26
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees8
Clients26
DateJul 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10.5M
Employees8
Clients26
DateJul 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10.5M
Employees8
Clients26
DateMar 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$10.5M
Employees8
Clients26
DateMar 2012
Total AUM$977.9M
Discretionary$953.9M
Non-Disc.$24M
Employees6
Clients11
DateMar 2011
Total AUM$744.5M
Discretionary$722.9M
Non-Disc.$21.6M
Employees10
Clients--
DateMar 2007
Total AUM$832.6M
Discretionary$832.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$239.1M
Discretionary$239.1M
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJun 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--