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Oppenheimer Institutional Horizon Management LP (New York)


Oppenheimer Institutional Horizon Management LP is a pension cosultant based in New York. It manages $691.75 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003.

Oppenheimer Institutional Horizon Management provides portfolio management for pooled investment vehicles. 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 Institutional Horizon Management: assets under management

The assets under management (AUM) of Oppenheimer Institutional Horizon Management LP is $691.75 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $691.75 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $691.75 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oppenheimer Institutional Horizon Management LP 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 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Oppenheimer Holdings Inc. 100% owner 1 Oct 1983 75% - 100% 98-0080034
E.A. Viner International Co. 100% owner 1 Oct 1986 75% - 100% 76-148280

Based in New York

The principal office where Oppenheimer Institutional Horizon Management LP performs its advisory services is located at 200 Park Avenue, New York, NY 10166, 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 212-667-4225 or by fax 212-667-4975. The normal business hours are 9:00am to 5:00pm on Monday - Friday.


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