Cibc Oppenheimer Private Equity Management LLC is a large advisory firm based in New York. It manages $112.65 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.
Cibc Oppenheimer Private Equity Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Cibc Oppenheimer Private Equity Management LLC is $112.65 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Cibc Oppenheimer Private Equity Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
P. Kenneth Kilgour has been acting as President since 1 Aug 2000. Oppenheimer Asset Management Inc. joined the executive team most recently as the Managing Member.
The principal office where Cibc Oppenheimer Private Equity Management LLC performs its advisory services is located at 200 Park Avenue, New York, NY 10166, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-667-4225 or by fax 212-667-4975. The normal business hours are 9:00am - 5:00pm on Monday - Friday.