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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: New York, NY HQ: New York, NY

Oppenheimer Asset Management

$16.3B Total AUM · Institutional LP profile covering 22 historical fund disclosure records ($1.02B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Growth Equity, Private Credit, Infrastructure, Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
22
5 Open Source Trails Below
Sum of Disclosed Rows
$1.02B
Total AUM: $16.3B
Median Disclosed Amount
$53.5M
Range: $10.0M – $84.1M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/22)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Oppenheimer Asset Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 22 total tracked records (+17 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Blackstone Green Infrastructure Partners VAdviser 7.B Vehicle Infrastructure 2025
$84.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Accel-KKR Growth Capital IIIAdviser 7.B Vehicle Growth Equity 2025
$79.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
AG Europe Realty Fund IV, L.P.Adviser 7.B Vehicle Real Estate 2025
$73.1M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Stonepeak Infrastructure Partners VAdviser 7.B Vehicle Infrastructure 2025
$69.5M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Crescent Capital Credit Solutions Fund XAdviser 7.B Vehicle Private Credit 2025
$62.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Oppenheimer Asset Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Oppenheimer Asset Management (New York, NY) committed $73.1M to AG Europe Realty Fund IV, L.P. (Real Estate sleeve) under its 2025 private markets pacing program ($212.3M allocation gap toward a 14.0% target, advised by Cambridge Associates).

Forward-looking board pacing or target-allocation policy update · Recorded 2025-07-20

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (5) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Oppenheimer Asset Management

526 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Oppenheimer Asset Management (21 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 9 Shared Vehicles

Epoch Investment Partners, Inc.

OCIO / Wealth RIA New York, NY
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Providence EQ VIII (2023 Vintage)
Oppenheimer Asset Management: $53.5M · SEC Form ADV 7.B
Epoch Investment Partners, Inc.: $139.5M · SEC Form ADV 7.B

Additional shared vehicles: Providence Strat Growth III (2023 Vintage) · Providence Strat Growth IV (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 7 Shared Vehicles

Garcia Hamilton & Associates

OCIO / Wealth RIA Texas
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Project Quail Opportunities, L.P. (2022 Vintage)
Oppenheimer Asset Management: $69.8M · SEC Form ADV 7.B
Garcia Hamilton & Associates: $48.0M · SEC Form ADV 7.B

Additional shared vehicles: Providence EQ VIII (2023 Vintage) · Private Advisors Small Company IX (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 7 Shared Vehicles

Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust

Private Foundation Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Private Advisors Small Company IX (2020 Vintage)
Oppenheimer Asset Management: $63.8M · SEC Form ADV 7.B
Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust: $18.5M (Carrying Value (990-PF)) · TY2026 IRS Form 990-PF (Investments Schedule)

Additional shared vehicles: Providence EQ VIII (2023 Vintage) · Project Quail Opportunities, L.P. (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+523 Additional Institutional LPs Report Shared Vehicles with Oppenheimer Asset Management

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Oppenheimer Asset Management

You are viewing 5 open public preview records (out of 22 total tracked records for Oppenheimer Asset Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 22 tracked historical disclosure records (+17 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (526 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (5) & CRM export

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Strategies Disclosed by Oppenheimer Asset Management

Buyout LPs →Growth Equity LPs →Private Credit LPs →Infrastructure LPs →Real Estate LPs →

Frequently Asked Questions: Oppenheimer Asset Management

What type of institutional allocator is Oppenheimer Asset Management and what is their typical disclosed ticket size?

Oppenheimer Asset Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: New York, NY; Headquarters: New York, NY). Across 22 historical disclosure records tracked on Prilago ($1.02B total parsed USD across disclosed rows), the median disclosed amount is $53.5M (range: $10.0M to $84.1M).

Which private-market strategies appear in Oppenheimer Asset Management's public disclosures?

Oppenheimer Asset Management has disclosed records across Buyout, Growth Equity, Private Credit, Infrastructure, Real Estate. Open preview records include Blackstone Green Infrastructure Partners V (2025 Vintage), Accel-KKR Growth Capital III (2025 Vintage), AG Europe Realty Fund IV, L.P. (2025 Vintage), Stonepeak Infrastructure Partners V (2025 Vintage).

How are Oppenheimer Asset Management's historical records substantiated and separated from active searches on Prilago?

Records for Oppenheimer Asset Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Oppenheimer Asset Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/oppenheimer-asset-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Oppenheimer Asset Management?

In Prilago's bilateral commitment graph, Oppenheimer Asset Management shares resolved underlying fund vehicles with 526 institutional LPs across 21 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Epoch Investment Partners, Inc. (9 shared vehicles, e.g. Providence EQ VIII (2023 Vintage)), Garcia Hamilton & Associates (7 shared vehicles, e.g. Project Quail Opportunities, L.P. (2022 Vintage)), Barataria Cimarron Rutherford Philanthropic Foundation & Charitable Trust (7 shared vehicles, e.g. Private Advisors Small Company IX (2020 Vintage)).

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