Oppenheimer Alternative Investment Management

Other New York, United States ·Founded 1999

Overview

Oppenheimer Alternative Investment Management is a division of Oppenheimer & Co. Inc., focusing on providing access to curated alternative investment funds through a proprietary platform. The firm offers a range of alternative asset classes, including private equity, hedge funds, real estate, and private credit, aiming to diversify and expand investment portfolios for qualified investors. The division collaborates with specialized managers to offer unique investment themes, such as traditional private equity, direct investments, fund of funds, and single strategy funds. By partnering directly with alternative investment providers, Oppenheimer Alternative Investment Management seeks to provide clients with a broad universe of investment opportunities. With over 40 years of experience in alternative investment creation and management, the firm emphasizes a disciplined approach to investing, focusing on risk-adjusted returns and aligning its interests with those of its clients. This approach is designed to complement traditional equity and fixed income assets, offering a more diverse and expanded investment portfolio for qualified investors.

Investment Focus

  • Accredited Investor Status
  • Investment Horizon: 5-10 years
  • Risk Tolerance: High
  • Liquidity: Low
  • Due Diligence: Required
  • Management Fees: Applicable
  • Performance Fees: Applicable
  • Legal Documentation: Required
  • Regulatory Compliance: Adherence to SEC Regulations

Portfolio Companies

Oaktree Capital ManagementApollo Global ManagementVista Equity PartnersWarburg PincusBrookfield Asset ManagementBain CapitalCarlyle GroupTPG CapitalSilver Lake PartnersHellman & FriedmanAdvent InternationalThoma BravoBlackstone GroupLeonard Green & PartnersAres ManagementClayton, Dubilier & RiceKKR & Co.Cerberus Capital ManagementElliott Management Corporation

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Frequently asked questions about Oppenheimer Alternative Investment Management

What sectors does Oppenheimer Alternative Investment Management invest in?

Oppenheimer Alternative Investment Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, United States. Oppenheimer Alternative Investment Management is listed as a other in the ConnectSafely investor database.

What stage does Oppenheimer Alternative Investment Management invest at?

Oppenheimer Alternative Investment Management backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.

Which regions does Oppenheimer Alternative Investment Management invest in?

Oppenheimer Alternative Investment Management invests across United States.

What companies has Oppenheimer Alternative Investment Management invested in?

Oppenheimer Alternative Investment Management's portfolio includes Oaktree Capital Management, Apollo Global Management, Vista Equity Partners, Warburg Pincus, Brookfield Asset Management, Bain Capital, Carlyle Group and TPG Capital.

Last updated · Source: ConnectSafely investor database