# E. Magnus Oppenheim & Co.

E. Magnus Oppenheim & Co. is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1971
- **Assets under management:** Undisclosed
- **Website:** emagnus.com

## Regulatory record

- **CRD number:** 14268
- **SEC file number:** 801-14051
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/14268

## About

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.

## Questions

### 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.

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Last updated: 2026-08-11T02:43:31.692Z

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