Oppenheimer & Co. Inc.
Overview
Oppenheimer & Co. Inc. is a global full-service brokerage and investment bank offering wealth management, asset management, capital markets, and investment banking solutions to individuals, families, corporations, and institutions.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Meituan | Sep 2018 | IPO | Lead |
| Kraken | Sep 2025 | Series D | - |
| JD.com, Inc. | May 2014 | IPO | Co-investor |
| Instructure | Nov 2015 | IPO | Co-investor |
| ChargePoint Holdings, Inc. | Nov 2018 | Series H | Co-investor |
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Key People
Adam Quarello
Managing Director - Investments, Co-Founder of The Pacific Group of Oppenheimer & Co. Inc.
Brendan Vandeventer
Managing Partner
Alexander Somers
Managing Director
Allan Cox
Managing Director
Beth Wolchock
Managing Director
Bonnie Siegal
Managing Director
Brett Marcus
Managing Director
CFA® Chris Twomey
Managing Director - Senior OMEGA Portfolio Manager
Christopher Houchins
Managing Director
CIMA® Eric Bartok
Managing Director
Daniel Roseveare
Managing Director
Eric Grant
Managing Director
Eric Tansky
Managing Director
Greg Bjork
Managing Director
Henry Kim
Managing Director
Ian Zaffino
Managing Director
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Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Oppenheimer & Co. Inc. based?
Oppenheimer & Co. Inc. is headquartered in New York City, New York, United States.
When was Oppenheimer & Co. Inc. founded?
Oppenheimer & Co. Inc. was founded in 1881.
How many portfolio companies does Oppenheimer & Co. Inc. have?
Oppenheimer & Co. Inc. has 25 portfolio companies in Caplight's dataset.
What are some companies in Oppenheimer & Co. Inc.'s portfolio?
Portfolio companies visible on Caplight include Meituan, Kraken, JD.com, Inc., Instructure, ChargePoint Holdings, Inc..
What was Oppenheimer & Co. Inc.'s most recent investment shown here?
Oppenheimer & Co. Inc.'s most recent investment in this portfolio sample was in Kraken in 2025.
What sectors does Oppenheimer & Co. Inc. focus on?
Oppenheimer & Co. Inc. focuses on Consumer & Commerce, Healthcare & Life Sciences, Enterprise Software, Healthcare & Life Sciences, FinTech, Healthcare & Life Sciences, Healthcare & Life Sciences, Frontier & Industrial Tech, Cybersecurity, Consumer & Commerce, Consumer & Commerce, Telecommunications & Networking, Consumer & Commerce, Crypto & Web3, Consumer & Commerce, Enterprise Software, Enterprise Software, Healthcare & Life Sciences, Energy & Sustainability, Cybersecurity, Cybersecurity, Healthcare & Life Sciences, Energy & Sustainability, Consumer & Commerce, Consumer & Commerce, Enterprise Software, Energy & Sustainability, Mobility, Transportation & Logistics, Mobility, Transportation & Logistics, Healthcare & Life Sciences, Frontier & Industrial Tech, Enterprise Software, AI, Data & Cloud Infrastructure, AI, Data & Cloud Infrastructure, FinTech, Healthcare & Life Sciences, AI, Data & Cloud Infrastructure, Mobility, Transportation & Logistics, Mobility, Transportation & Logistics, FinTech, Media, Entertainment & Gaming, Cybersecurity, Enterprise Software.
What company stages does Oppenheimer & Co. Inc. focus on?
Oppenheimer & Co. Inc. typically invests at the MultiStage stage.