Member · Oppvest, LLC
Kirsten B. Oppenheimer
CRD 7527199 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Oppvest, LLC, an SEC-registered private fund adviser based in New York, NY with $218 million in regulatory assets, lists Kirsten B. Oppenheimer on its Form ADV as Member. The SEC filings also name Kirsten at 1 other registered adviser.
Firms and roles
- Oppvest, LLCMemberPrivate fund adviser · New York, NY · $218M in regulatory assets
- Oppenheimer + Close, LLCMemberWealth manager · New York, NY · $93M in regulatory assets
AtlasMembers
Kirsten’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
- 2 firmsLocked
- Control-person status
- Locked
- 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
- Carl K. OppenheimerManaging Member, CCO, Oppvest, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kirsten’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.