Oppenheimer + Close, LLC
oppvest.com Direct investor
Oppenheimer + Close, LLC is a federally registered investment advisory firm based in New York City that manages equity investments for individuals, pension funds, family charitable trusts and foundations through individually managed accounts and three domestic partnerships. The firm follows a disciplined value investing approach focused on companies with strong balance sheets and recurrent free cash flow.
Oppenheimer + Close, LLC is an asset manager headquartered in New York, United States, founded in 1984. It invests directly in companies.
“Our goal is to identify companies at times of undervaluation due to market forces or investor perceptions by employing a disciplined research process designed to identify companies with extraordinarily strong balance sheets, recurrent free cash flow and strong competitive positions.”
— Oppenheimer + Close, LLC, own website
- Layer
- Direct investor
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- New York, United States
- Founded
- 1984
Team, as Oppenheimer + Close, LLC publishes it
- Philip V. Oppenheimer Founder
- Carl K. Oppenheimer joined the firm in 2005
- John Koller joined Oppenheimer + Close in 2005
Names and roles exactly as listed on oppvest.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Oppenheimer + Close, LLC publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://www.oppvest.com/name, is_investor, layer, type, hq_country, hq_city, thesis_quote, description, founded, status, confidence
- https://www.oppvest.com/who-we-arepeople
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Record 9095 · added 2026-09-29 · link last verified 2026-09-29 · confidence high
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