RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
OPPENHEIMER, CARL, KIRBYIMANAGING MEMBER, CCOE Control
OPPENHEIMER, CARL, KIRBYIMANAGING MEMBER, CCOE Control
OPPENHEIMER, CARL, KIRBYIMANAGING MEMBER, CCOE Control
OPPENHEIMER, CARL, KIRBYIMANAGING MEMBERD Control
OPPENHEIMER, CARL, KIRBYIMANAGING MEMBERD Control
OPPENHEIMER, CARL, KIRBYIMANAGING MEMBERD Control
OPPENHEIMER, CARL, KIRBYIMANAGING MEMBER, CCOD Control
OPPENHEIMER, CARL, KIRBYIMANAGING MEMBER, CCOD Control
OPPENHEIMER, CARL, KIRBYIMANAGING MEMBER, CCOD Control
OPPENHEIMER, CARL, KIRBYIMANAGING MEMBER, CCOD Control
OPPENHEIMER, CARL, KIRBYIMANAGING MEMBER, CCOD Control
KOLLER, JOHN, JAYIMEMBERB
KOLLER, JOHN, JAYIMEMBERB
KOLLER, JOHN, JAYIMEMBERB
KOLLER, JOHN, JAYIMEMBERB
KOLLER, JOHN, JAYIMEMBERB
OPPENHEIMER, MARY, CLOSEIMEMBERB
OPPENHEIMER, MARY, CLOSEIMEMBERB
OPPENHEIMER, MARY, CLOSEIMEMBERB
OPPENHEIMER, MARY, CLOSEIMEMBERB
OPPENHEIMER, MARY, CLOSEIMEMBERB
OPPENHEIMER, MARY, CLOSEIMEMBERB
OPPENHEIMER, MARY, CLOSEIMEMBERB
OPPENHEIMER, PHILIP, VICTORIMANAGING MEMBERB Control
OPPENHEIMER, PHILIP, VICTORIMANAGING MEMBERB Control
OPPENHEIMER, PHILIP, VICTORIMANAGING MEMBERB Control
OPPENHEIMER, PHILIP, VICTORIMANAGING MEMBERB Control
OPPENHEIMER, PHILIP, VICTORIMANAGING MEMBERB Control
OPPENHEIMER, PHILIP, VICTORIMANAGING MEMBERB Control
OPPENHEIMER, PHILIP, VICTORIMANAGING MEMBERB Control
Oppenheimer, Kirsten, BeavenIMEMBERB
Oppenheimer, Kirsten, BeavenIMEMBERB
Oppenheimer, Kirsten, BeavenIMEMBERB
Oppenheimer, Kirsten, BeavenIMEMBERB
POWELL, GABRIELAICHIEF COMPLIANCE OFFICER, MEMBERB
POWELL, GABRIELAICHIEF COMPLIANCE OFFICER, MEMBERB
POWELL, GABRIELAICHIEF COMPLIANCE OFFICER, MEMBERB

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Address

119 WEST 57TH STREET
SUITE 1515
NEW YORK, NY 10019
United States
Phone: 2124897527