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E. Magnus Oppenheim & Co.
E. Magnus Oppenheim & Co. is a New York-based wealth manager founded in 1971, advising individuals, charities, and corporations.
E. Magnus Oppenheim & Co.
Founded in 1971, E. Magnus Oppenheim & Co. established an investment-advisory and financial-planning practice in New York, structuring its services for individuals, charitable entities, and corporate accounts. The firm predates the rise of registered investment advisor platforms and has maintained a deliberately low public profile, consistent with a client book built on private relationships rather than broad retail distribution. E. Magnus Oppenheim & Co. offers portfolio management and financial planning, operating as a fiduciary. Its client mandate spans asset allocation, security selection, and ongoing portfolio monitoring, delivered through a personalized service model. The firm advises on both taxable and tax-exempt accounts, reflecting the needs of its individual, charitable, and corporate clients. The firm is based in New York and has chosen not to publicize its total assets under management, leadership team, or specific portfolio positions through standard industry disclosures. This opacity is consistent with a relationship-driven wealth management practice that does not actively solicit institutional capital or participate in manager databases. What structures E. Magnus Oppenheim & Co. differently is its half-century tenure operating below the radar of institutional allocators while maintaining an SEC registration. The firm's continuity across multiple market regimes — from the 1970s stagflation through the global financial crisis and into the current environment — suggests a conservative, client-funded model rather than a growth-oriented asset-gathering strategy. Its governance and succession arrangements remain private, which for existing clients likely signals stability rather than transaction-mindedness.
General information
Firm type
Bank / Wealth / Trust
Year founded
1971
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
Who runs investment decisions at E. Magnus Oppenheim & Co.?
The firm has not publicly disclosed its current leadership or investment committee structure. Public filings indicate it operates as a Delaware-registered entity with an SEC registration as an investment adviser. Specific portfolio-manager names or investment-committee members are not available in public records, consistent with its private-client orientation.
What types of clients does E. Magnus Oppenheim & Co. serve?
The firm advises individuals, charitable organizations, and corporations, according to its regulatory disclosures. The client mix — spanning taxable individual accounts and tax-exempt charitable entities — indicates a generalist wealth-management practice rather than a single-niche focus. No institutional LP relationships have been publicly documented.
Does E. Magnus Oppenheim & Co. manage institutional assets or only private wealth?
Available records indicate the firm serves individuals, charitable organizations, and corporations, but do not confirm participation in institutional separate accounts, pension-fund mandates, or endowment relationships. Its regulatory profile and absence from institutional databases suggest a private-wealth focus. The corporate client segment may include small-business or executive accounts rather than institutional pools.
How does the firm charge for its services?
As an SEC-registered investment adviser, E. Magnus Oppenheim & Co. is permitted to charge asset-based fees, fixed fees, or hourly fees, depending on client arrangements. The specific fee schedule is disclosed in the firm's Form ADV Part 2, which is available to clients and prospective clients upon request. Publicly available summaries do not itemize its current fee tiers or minimum account sizes.
Is E. Magnus Oppenheim & Co. related to the Oppenheimer family or Oppenheimer Holdings?
No public record confirms a connection to the Oppenheimer family banking dynasty, Oppenheimer Holdings, or the former Oppenheimer & Co. investment bank. The firm's name suggests a possible historical or familial link, but it operates as a separate, small-scale New York advisory practice without ties to any larger financial conglomerate that have been publicly documented.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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