Oppvest, LLC is an SEC-registered investment adviser based in New York, NY that reports managing 3 hedge funds on Form ADV. It reports $217.8 million in regulatory assets under management. Its private funds, of all types, hold $217.8 million in gross assets.
- Regulatory assets under management
- $217.8 millionForm ADV Item 5.F
- Gross assets of private funds
- $217.8 millionAll private fund types, Form ADV
- Hedge funds managed
- 33 private funds in total
- Employees
- 5Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 296317
- Latest Form ADV
- 03/27/2026Disciplinary disclosures: none reported
Private funds reported on Form ADV (3)
Fund
Gross assets
Minimum
Owners
Adviser
P. Oppenheimer Investment Partnership, LP
Delaware, United StatesHedge fund
Gross assets$92.1M
Minimum$250K
Owners53
AdviserOppvest, LLC
Oppenheimer-Spence Financial Services Partnership, LP
Delaware, United StatesHedge fund
Gross assets$43.9M
Minimum$250K
Owners38
AdviserOppvest, LLC
Oppenheimer-Close Investment Partnership, LP
Delaware, United StatesHedge fund
Gross assets$32.8M
Minimum$250K
Owners37
AdviserOppvest, LLC
As reported in the adviser's Form ADV filed Mar 28, 2024. Funds also listed from Form D are shown above.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. AltMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures