Oppenheimer Alternative Investment Management

Private Equity SEC-registered adviser

Legal name: Oppenheimer Alternative Investment Management, LLC

New York, NY

AUM

$177.8M
Regulatory AUM

Private funds

7
Private Equity 5 · Other 2

Private fund assets

$177.8M
Gross asset value

Employees

9

Last Form D raise

Nov 2025
Most recent fund filing

From SEC Form ADV filing (filed Sep 1, 2026). View on SEC

People(5)

Owners and executive officers named on the firm's SEC Form ADV.

A
Albert Lowenthal
Owner, Phase II Financial
Source: SEC Form ADV
B
Bryan McKigney
President
Source: SEC Form ADV
D
Dennis McNamara
Senior Vice President / Secretary
Source: SEC Form ADV
R
Robert Lowenthal
Senior Vice President
Source: SEC Form ADV
S
Svetlana Milina
Senior Vice President
Source: SEC Form ADV

Funds(7)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Aa Juul, LLCPrivate Equity$18.6M——Nov 2025Warm
Aa Kraken, LLCPrivate Equity$53.6M$53.6M205Oct 2025Cool
Emov, LLCPrivate Equity$37.4M$37.6M35Aug 2025Cool
Private Market Opportunity - Vista Fund VI, LLCOther$21.8M——Feb 2025Cool
Private Market Opportunity - Vista Fund V, LLCPrivate Equity$26.7M——Jan 2023Cold
Private Market Opportunity - Vista Fund I, LLCOther$784K$51.3M286Jan 2021Cold
Private Market Opportunity - Vista Fund III, LLCPrivate Equity$19.0M$13.7M92Feb 2020Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
140485
SEC file number
801-66692

Sources