DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Private fund
Oppenheimer Activist Partners LP
Gross asset value
$13.9M
as of Jul 18, 2024; not a fund size
Peak GAV
$66.1M
highest filing
Owners
21
beneficial owners reported
Minimum investment
$100,000
as reported
Adviser and related own
5%
of the fund
Owned by funds
0%
fund-of-funds interests
Non-US owners
0%
Reported
114 filings
Mar 7, 2012 to Jul 18, 2024
Reporting history
one row per Form ADV filing
Gross asset value$18.8M as of Mar 21, 2023
Mar 7, 2012$51.1M then
Owners21 as of Mar 21, 2023
Mar 7, 2012144 then
Structure
- Exclusion
- 3(c)(7), qualified purchasersreported
- Master or feeder
- standalonereported
- Fund of funds
- yesreported
- Organized in
- Delaware, United Statesreported
- Clients solicited
- yes, 0% of the adviser's clients investedreported
- Form D file number
- 021-87240reportedthe join to the Form D offering
Custodians
Schedule D 7.B.(1).A.25, latest filing
- Oppenheimer & Co. Inc.New York, New York · related person of the adviser
Across DFX
shared identifiers only
- Oppenheimer Activist Partners LP · peshared adv fund id
Provenance
- Source
- Form ADV Schedule D 7.B.(1), every filing 2011 to 2024reportedadviserinfo.sec.gov
- Status
- not on the adviser's later filingsderived
- Share
- 5.0%reportedadviser and related persons