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OppenheimerFunds
OppenheimerFunds is an SEC-registered investment adviser in Atlanta, GA, since 1971. It manages $827,684 in regulatory assets. The firm has 15 employees and...
Overview
OppenheimerFunds is an SEC-registered investment adviser in Atlanta, GA, since 1971. It manages $827,684 in regulatory assets. The firm has 15 employees and 4 investment advisers.
General information
Firm type
Generalist
Year founded
1959
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
New York, NY, United States
Frequently asked questions
Who runs investment decisions at OppenheimerFunds?
OppenheimerFunds no longer operates as an independent entity; it was acquired by Invesco in 2019 and the investment teams were integrated into Invesco's global structure. Prior to the acquisition, investment leadership included a CIO and dedicated portfolio managers for its equity and fixed-income desks, but current roles tied to the legacy brand are not publicly maintained.
Is OppenheimerFunds still operating as a separate brand?
No. Following the 2019 acquisition by Invesco, the OppenheimerFunds brand was retired and legacy products were rebranded under Invesco. The firm's former website now redirects to an Invesco page, and no separate public-facing entity remains.
What was OppenheimerFunds' investment strategy?
Historically, OppenheimerFunds was a generalist asset manager offering actively managed equity, fixed-income, and multi-asset strategies. The firm was particularly known for its domestic growth equity and municipal bond funds, distributed through a large retail and institutional sales force in the United States.
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