Oppenheimer + Close

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

119 W 57th St Ste 1515, New York City, N...

Phone Number

(212) 489-7527

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Oppenheimer + Close

We are committed to our client's interests which are at the forefront of every investment decision we make. The firm's partners continually search for ways to build upon and improve the relationships we have developed since our founding in 1984. The following are critical components to the firm: Integrity - We will not deviate from our value philosophy. We will always place our clients' needs as priority number one. The firms' principals have a significant portion of their net worth invested in the same manner as the clients' assets. Accountability - We hold ourselves responsible for our successes and our challenges. We maintain clear communication with our clients, keeping them fully informed of our thinking, analysis, and execution. Intellectual Rigor - Our investments are constantly monitored to detect changes that may alter the assumptions and analysis that underpin our investments. We are thorough, rigorous and do not become complacent. Opportunity is not found in the safety of crRead more
Oppenheimer + Close's Social MediaPopular SearchesOppenheimer + Close LLCOppenheimer & Close IncOppvest LLCOppenheimer & CloseOppenheimer Close Investment Partnership LPSIC Code 62,628NAICS Code 52,523Show more

Oppenheimer + Close Org Chart

PhoneEmail
GJ
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Associate

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CO
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Managing Partner

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oppenheimer + Close

<$5M
1-10
Private
-
1984
<$5M
11-50
Private
<$5M
1982
Karl Wellner, President & Chief Executive Officer at Papamarkou Wellner Asset Management
Karl WellnerPresident & CEO
<$5M
11-50
Private
<$5M
2007
DT
Dennis TraceyManaging Director
<$5M
11-50
Private
-
-
KK
Kabir KapoorChief Investment Officer
<$5M
1-10
Private
-
2016
JS
Jonathan ShifferCEO and Chief Investment Officer
<$5M
1-10
Private
-
2017
NG
Nancy GatensCEO & Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Oppenheimer + Close is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Oppenheimer + Close is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Oppenheimer + Close.

Oppenheimer + Close Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Oppenheimer + Close

What is Oppenheimer + Close's official website?
Oppenheimer + Close's official website is www.oppvest.com
What is Oppenheimer + Close's Revenue?
Oppenheimer + Close's revenue is <$5 Million
What is Oppenheimer + Close's SIC code?
Oppenheimer + Close's SIC: 62,628
What is Oppenheimer + Close's NAICS code?
Oppenheimer + Close's NAICS: 52,523
How many employees does Oppenheimer + Close have?
Oppenheimer + Close has 1-10 employees
What industry does Oppenheimer + Close belong to?
Oppenheimer + Close is in the industry of: Finance, Securities Trading
What is Oppenheimer + Close competition?
Oppenheimer + Close top competitors include: Ehrenkranz Partners, Journey Capital Advisers, Papamarkou Wellner Asset Management, Glovista Investments
What technology does Oppenheimer + Close use?
Some of the popular technologies that Oppenheimer + Close uses are: Microsoft 365, Rackspace, Microsoft Exchange Online, Register.com Business Email Solutions
How do I contact Oppenheimer + Close?
Oppenheimer + Close contact info: Phone number: (212) 489-7527 Website: www.oppvest.com
What does Oppenheimer + Close do?

We are committed to our client's interests which are at the forefront of every investment decision we make. The firm's partners continually search for ways to build upon and improve the relationships we have developed since our founding in 1984. The following are critical components to the firm: Integrity - We will not deviate from our value philos... ophy. We will always place our clients' needs as priority number one. The firms' principals have a significant portion of their net worth invested in the same manner as the clients' assets. Accountability - We hold ourselves responsible for our successes and our challenges. We maintain clear communication with our clients, keeping them fully informed of our thinking, analysis, and execution. Intellectual Rigor - Our investments are constantly monitored to detect changes that may alter the assumptions and analysis that underpin our investments. We are thorough, rigorous and do not become complacent. Opportunity is not found in the safety of crowds and quite often our investments will appear contrarian. Fee Structure - We have a transparent fixed fee structure. We do not charge hidden fees, brokerage fees, or transaction-based commissions. Client Service - We have worked with many experienced attorneys, accountants and other professionals and are happy to make introductions for those clients interested in tax and estate planning issues. This allows us to provide a full range of services to our clients, while focusing on what we do best. We also can assist clients in their search for asset managers with strategies outside our purview such as real estate or other alternative investments. Personal Access - We speak with each of our clients on a regular basis. Personal conversations allow full clarity about style of investing, the products we offer and the specific needs, goals and aspirations our clients have for their assets. One of our team can always be reached live and in the moment. All calls are returned within the day. This commitment to the highest level of ...Read More

What are Oppenheimer + Close social media links?
Oppenheimer + Close Linkedin page
Is Oppenheimer + Close a public company?
Oppenheimer + Close is private company therefore does not currently have an official ticker symbol
See more information about Oppenheimer + Close

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