Cibc Oppenheimer Private Equity Management LLC (New York)

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.

Cibc Oppenheimer Private Equity Management: assets under management

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 firm manages $112.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $56.32 million each.

Fees & Commissions

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.

Careers at Cibc Oppenheimer Private Equity Management LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Cibc World Markets Corp.	Managing member	1 Nov 1998	75% - 100%	630
Michele Jo Anne Buchignani	Director & president	1 Aug 2000	Other	4373855
P. Kenneth Kilgour	Director	1 Aug 2000	Other	4392086
Antonio Molestina	Director & managing director	1 Aug 2000	Other	2846750
Seth Bradley Novatt	Director	1 Aug 2000	Other	1060342
Bruce Alan Renihan	Director & cfo	1 Aug 2000	Other	3192925
Patricia Ann Bourdon	Secretary	1 Aug 2000	Other	2897955
Joyce A. Burns	Executive director	1 Aug 2000	Other	4176941
Ann Oliveri Fusco	Executive director	1 Aug 2000	Other	1324052
Oppenheimer Asset Management Inc.	Managing member	1 Jun 2003	75% - 100%	105559

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Oppenheimer Holdings Inc.	100% owner	1 Oct 1983	75% - 100%	98-0080034
E.A. Viner International Co.	100% owner	1 Oct 1986	75% - 100%	76-148280
Cibc World Markets Holdings Inc.	100% shareholder	1 Nov 1997	75% - 100%	13-3216517
Cibc Delaware Holdings Inc.	98% shareholder	1 Mar 1998	75% - 100%	13-3990004
Cibc World Markets Inc.	83% shareholder	1 Apr 1998	75% - 100%	canadian company
Canadian Imperial Bank Of Commerce	100% shareholder	1 Sep 2000	75% - 100%	canadian company

Based in New York

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.