OPPVEST, LLC
CRD #296317 SEC #801-113107 NEW YORK, NY 2124897527
SEC Registered Private Funds
Total AUM
$182.7M
Discretionary
$182.7M
Employees
5
Clients
0
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $182.7M | $182.7M | $0 | 5 | 0 |
| Mar 2024 | $168.8M | $168.8M | $0 | 6 | 0 |
| Mar 2023 | $161.7M | $161.7M | $0 | 6 | 0 |
| Mar 2022 | $168.4M | $168.4M | $0 | 6 | 0 |
| Mar 2021 | $165.2M | $165.2M | $0 | 5 | 0 |
| Mar 2020 | $162.1M | $162.1M | $0 | 5 | 0 |
| May 2019 | $154.2M | $154.2M | $0 | 5 | 0 |
| Mar 2019 | $154.2M | $154.2M | $0 | 5 | 0 |
| Jun 2018 | $167.4M | $167.4M | $0 | 5 | 0 |
| Apr 2018 | $167.4M | $167.4M | $0 | 5 | 0 |
| Mar 2018 | $166.9M | $166.9M | $0 | 5 | 0 |
DateMar 2025
Total AUM$182.7M
Discretionary$182.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$168.8M
Discretionary$168.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$161.7M
Discretionary$161.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$168.4M
Discretionary$168.4M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$165.2M
Discretionary$165.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees5
Clients0
DateMay 2019
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$154.2M
Discretionary$154.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2018
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2018
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$166.9M
Discretionary$166.9M
Non-Disc.$0
Employees5
Clients0