Sign in Sign up for free

Oppenheimer Israel Investmments LLC (New York)


Oppenheimer Israel Investmments LLC is a large advisory firm based in New York. It manages $88.94 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001.

Oppenheimer Israel Investmments provides portfolio management for pooled investment vehicles and 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.

Oppenheimer Israel Investmments: assets under management

The assets under management (AUM) of Oppenheimer Israel Investmments LLC is $88.94 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $88.94 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $44.47 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oppenheimer Israel Investmments LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
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 Oppenheimer Israel Investmments LLC performs its advisory services is located at One World Financial Center, New York, NY 10281, 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 212-667-7000 or by fax 212-667-4248. The normal business hours are 9:00am to 5:00pm on Monday - Friday.


Registered investment advisers similar to Oppenheimer Israel Investmments LLC