Oppenheimer Holdings Inc., through its principal subsidiary Oppenheimer & Co. Inc., is a US-based full-service investment firm offering a comprehensive range of services, including online brokerage and global investment solutions. The firm operates across various offices in the United States and international jurisdictions, catering to diverse investment needs from wealth management to event-driven strategies.
Oppenheimer Holdings is known for its deep expertise and commitment to client-centric service, leveraging over a century of industry experience. The firm's key partners and decision-makers are seasoned professionals who emphasize listening closely to clients and pushing boundaries to unlock financial potential. Oppenheimer also provides unique value-add services such as personalized financial security plans and educational resources like podcasts, enhancing the overall investment experience for their clients.
Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Top Investment Stages
Stage Mix
Concentration shown as share of disclosed investments by stage.
Classification
- Also Known As
- Fahnestock Viner Holdings INC
- NAICS
- 520000Finance and Insurance
- 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 523900Other Financial Investment Activities
- 523990All Other Financial Investment Activities
- 523999Miscellaneous Financial Investment Activities
- SIC
- 6210Security Brokers, Dealers, And Flotation Companies
- 6211Security Brokers, Dealers, And Flotation Companies
- 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
- ISIC
- 6499Other financial service activities, except insurance and pension funding activities, n.e.c.
- 6612Security and commodity contracts brokerage
- Industry
- —Banks
- —Brokerage Firms
- —Financial Services Companies
- —Investment Companies
Show 12 more industry codes
- NAICS
- 523100Securities and Commodity Contracts Intermediation and Brokerage
- 523150Investment Banking and Securities Intermediation
- 522000Credit Intermediation and Related Activities
- 522100Depository Credit Intermediation
- 522110Commercial Banking
- 523910Miscellaneous Intermediation
- SIC
- 5000Wholesale Trade-durable Goods
- 6000Depository Institutions
- 6700Holding And Other Investment Offices
- 6020Commercial Banks
- 6720Investment Offices
- 6722Management Investment Offices, Open-end

















