Owner · Oppenheimer Alternative Investment Management, LLC
Albert Grinsfelder Lowenthal
CRD 313519 · Named on Form ADV at 4 SEC-registered advisers
At a glance
Oppenheimer Alternative Investment Management, LLC, an SEC-registered private fund adviser based in New York, NY with $178 million in regulatory assets, lists Albert Grinsfelder Lowenthal on its Form ADV as Owner, a control person. The SEC filings also name Albert at 3 other registered advisers.
Firms and roles
- Oppenheimer Alternative Investment Management, LLCOwnerPrivate fund adviser · New York, NY · $178M in regulatory assets
- Oppenheimer & Co. Inc.Executive Chairman-Director-Owns 100% of Phase II Fin'lBroker-dealer firm · New York, NY · $37B in regulatory assets
- Oppenheimer Asset ManagementExecutive Chairman/directorWealth manager · New York, NY · $21B in regulatory assets
- Oppenheimer Investment Management LLCExecutive ChairmanAsset manager · New York, NY · $929M in regulatory assets
AtlasMembers
Albert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 4 firmsLocked
- Control-person status
- 4 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (14)
- Dennis Patrick McNamaraSenior Vice President / Secretary, Oppenheimer Alternative Investment Management, LLC
- Bryan E. McKigneyPresident, Oppenheimer Alternative Investment Management, LLC
- Brian A. RothCco-Ia, Oppenheimer Alternative Investment Management, LLC
- Brad Michael WatkinsSenior Vice President - CFO, Oppenheimer Alternative Investment Management, LLC
- Robert Steven LowenthalSenior Vice President, Oppenheimer Alternative Investment Management, LLC
9 more people named with Albert on the same filings, with titles and firms. Free in Atlas with a free account.
See all 14 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Albert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.