Oppenheimer Brazil Ventures LP (New York)

Oppenheimer Brazil Ventures LP is a large advisory firm based in New York. It manages $115.32 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Oppenheimer Brazil Ventures provides market timing services. 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 Brazil Ventures: assets under management

The assets under management (AUM) of Oppenheimer Brazil Ventures LP is $115.32 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $115.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $115.32 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oppenheimer Brazil Ventures LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Oppenheimer Brazil Ventures LP

Michele Jo Anne Buchignani has been acting as President since 1 Jun 2002. Gerald Alan Rothstein joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Oppenehimer Brazil Investments Ldc	Limited partner	1 Jul 1997	75% - 100%	foreign corporation
Ldc Oppenheimer Brazil Management I	General partner	1 Jul 1997	Other	foreign corporation
Bruce Alan Renihan	Chief financial officer, director (board member)	1 Jan 1999	Other	3192925
Seth Bradley Novatt	Board member	1 Nov 1999	Other	1060342
Patricia Ann Bourdon	Secretary	1 Nov 1999	Other	2897955
Joyce A. Burns	Officer	1 Feb 2000	Other	4176941
Gerald Alan Rothstein	Managing director	1 Jun 2002	Other	405777
Ann Oliveri Fusco	Executive director - tax	1 Jun 2002	Other	1324052
Michele Jo Anne Buchignani	President	1 Jun 2002	Other	4373855
Antonio Molestina	Managing director	1 Jun 2002	Other	2846750
Kenneth Litton Kilgour	Managing director	1 Jun 2002	Other	1576078

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Cibc World Markets Corp.	100% shareholder	1 Jul 1997	75% - 100%	630
Inc. Oppenheimer Offshore Investments	50% shareholder	1 Jul 1997	50% - 75%	00000000
Cibc World Markets Holdings Inc.	100% shareholder	1 Nov 1997	75% - 100%	13-3216517
Cibc Delaware Holdings Inc.	98% shareholder	1 Mar 1998	75% - 100%	13-3990004
Cibc World Markets Inc.	83% shareholder	1 Apr 1998	75% - 100%	canadian company
Canadian Imperial Bank Of Commerce	100% shareholder	1 Sep 2000	75% - 100%	canadian company

Based in New York

The principal office where Oppenheimer Brazil Ventures LP performs its advisory services is located at 425 Lexington Avenue, New York, NY 10017, 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)856-4000 or by fax 917-332-4322. The normal business hours are 9:00am - 5:00pm on Monday - Friday.