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MFWire: OppenheimerFunds, Oppenheimer MainStreet
MUTUAL FUND FAMILY PROFILES [BETA]
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OppenheimerFunds, Inc.
225 Liberty Street
11th Floor
New York, NY  10281
Google Maps

Contact
Main Phone: 303-768-3200
Web Site: http://www.oppenheimerFunds.com

Mutual Fund Brand(s)
OppenheimerFunds, Oppenheimer MainStreet

Research Links
  • SEC Fund Filings by CIK

  • Background:
    On September 9, 2015, OpFunds unveiled a deal to buy VTL Associates [profile], home of the RevenueShares ETFs. The two parties did not immediately reveal the expected timeframe for closing the deal.

    Oppenheimer & Co. launched the Oppenheimer Fund, advised by the just-created Oppenheimer Management Corporation, on May 15, 1959. In 1996 it renamed the adviser to OppenheimerFunds. Through the 1960s and 1970s it added several funds to its family, including the Oppenheimer A.I.M. Fund (now Oppenheimer Global Fund) in 1969, Oppenheimer Special Fund (now Oppenheimer Growth Fund), Oppenheimer Money Market Fund, Inc. in 1973 and Oppenheimer Tax-Free Bond Fund (now Oppenheimer AMT-Free Municipals) in 1976 and the Oppenheimer Champion Income Fund in 1979. It launched Oppenheimer Target Fund (now Oppenheimer Capital Appreciation Fund) in 1981. The firm now has 80 internal and 85 external wholesalers.

    In 1975, OppenheimerFunds purchased Denver-based Hamilton Management Corporation to create the foundation of its Colorado-based operations.

    United Kingdom-based Mercantile House Holdings, PLC purchased Oppenheimer & Co. and its three business units -- Oppenheimer Management Corp. (now OppenheimerFunds, Inc.); Oppenheimer & Co., Inc.; and Oppenheimer Capital Corporation from its partners in 1982.

    In 1985 management teams at Oppenheimer & Co., Inc. and Oppenheimer Capital purchased a majority interest in those firms back from Mercantile, thus officially separating their businesses from OppenheimerFunds. In 1987, British & Commonwealth Holdings, PLC, acquired Mercantile. Also in 1987, the fund firm organized the Main Street Funds, Inc. (now Oppenheimer Main Street) as a special "private label" product that could be offered by banks to their customers under the bank's name.

    OppenheimerFunds' senior management partnered with Massachusetts Mutual Life Insurance Company to buy out the fund firm from British & Commonwealth. In November 1995, the Company purchased the Quest for Value Funds from Oppenheimer Capital, and in January 1996, OppenheimerFunds purchased muni-bond specialist The Rochester Funds.

    In 1997, OppenheimerFunds created an offshore management company, OppenheimerFunds International Ltd., based in Dublin, Ireland, to manage and offer a series of investment companies for non-U.S. investors. In 2007, Baring Asset Management assumed the distribution responsibilities of this 12-fund series now known as Baring OppenheimerFunds plc.

    It purchased Trinity Investment Management Corporation in 1999 to provide management of institutional domestic equity portfolios. Trinity serves as the foundation of OFI Institutional Asset Management.

    On July 17, 2012, Oppenheimer unveiled a deal to buy Steelpath Fund Advisors, LLC [profile].

    In February, 2014, the firm (now frequently referred to as OpFunds) reorganized the distribution structure of seven of its business units under the leadership of John McDonough, who assumed the role of head of distribution in January.

    Previous president and chief investment officer Arthur Steinmetz will assume the position of chief executive officer as of July 1, 2014, replacing William Glavin, who will retain the title of chairman.
    Sponsored Opportunities



    Key People:
    Art Steinmetz
    Chairman, CEO, President, OppenheimerFunds, Inc.
    Marty Willis
    Chief Marketing Officer, OppenheimerFunds
    Christopher Leavy
    Executive Vice President and Chief Investment Officer, Equities, Oppenheimer Funds, Inc.
    Jerry Webman
    Senior Investment Officer, Chief Economist, OppenheimerFunds, Inc.
    Geoffrey Craddock
    Senior Vice President, Director of Risk Management, OppenheimerFunds, Inc.
    Kathleen Beichert
    SVP, director of retirement, OppenheimerFunds
    Matt Straut
    SVP, Head of RIA Channel, OppenheimerFunds
    Mark Vandehey
    Vice President and Chief Compliance Officer, Oppenheimer Funds
    Darren Walsh
    Executive Vice President, President, OppenheimerFunds Services, OppenheimerFunds, Inc.
    Story Archive for OppenheimerFunds, Inc.
    Published On Story Headline Publication
    11/6/2017 Week In Preview, November 6-12 MFWire.com
    10/16/2017 OpFunds Teams Up With a PE Giant MFWire.com
    10/3/2017 Follow the Fundsters - October 3, 2017 MFWire.com
    8/31/2017 Filings For Fundsters - August 31, 2017 MFWire.com
    8/29/2017 Follow the Fundsters - August 29, 2017 MFWire.com
    7/24/2017 Week In Preview, July 24-30 MFWire.com
    7/21/2017 New Fund Fuss - July 21, 2017 MFWire.com
    7/17/2017 Week In Preview, July 17-23 MFWire.com
    7/13/2017 20 Fund Firms Team Up With LPL For a New Mini-Mart MFWire.com
    7/13/2017 New Fund Fuss - July 13, 2017 MFWire.com
    7/3/2017 Follow the Fundsters - July 3, 2017 MFWire.com
    6/23/2017 These 7 ETF Shops Are Teaming Up With Pershing. Here's Why. MFWire.com
    6/19/2017 McDonough Builds Out a New OpFunds Institute MFWire.com
    6/15/2017 Custodian Launches ETF Platform MFWire.com
    6/12/2017 Filings for Fundsters - June 12, 2017 MFWire.com
    6/2/2017 Filings for Fundsters - June 2, 2017 MFWire.com
    5/19/2017 Filings for Fundsters - May 19, 2017 MFWire.com
    5/16/2017 These Fund Firms and B-Ds Are Seen as Great Employers MFWire.com
    4/24/2017 Week In Preview: Early M* in Chitown, Gemini in the Big Easy MFWire.com
    3/31/2017 M*, Putnam and Legg Mason Win Big at the Mutual Funds Industry Awards MFWire.com
    3/28/2017 Follow the Fundsters - March 28, 2017 MFWire.com
    3/27/2017 18 ETF Shops Double Their AUM, Or Better MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    3/7/2017 OpFunds Lands on the West Coast and Keeps Hunting MFWire.com
    3/6/2017 Filings for Fundsters - March 6, 2017 MFWire.com
    3/6/2017 Steinmetz Does a $2.7B Deal MFWire.com
    2/3/2017 Filings for Fundsters - February 3, 2017 MFWire.com
    2/1/2017 Filings for Fundsters - February 1, 2017 MFWire.com
    1/20/2017 Will You Help Elizabeth Warren Save the Fiduciary Reg? MFWire.com
    12/30/2016 The Most Popular MFWire Stories of 2016 MFWire.com
    12/28/2016 MFEA Returns to Its Roots MFWire.com
    12/7/2016 Follow the Fundsters - December 7, 2016 MFWire.com
    12/6/2016 Filings for Fundsters - December 6, 2016 MFWire.com
    11/23/2016 Follow the Fundsters - November 23, 2016 MFWire.com
    11/22/2016 Filings for Fundsters - November 22, 2016 MFWire.com
    11/18/2016 Filings for Fundsters - November 18, 2016 MFWire.com
    11/9/2016 The New Fund Fuss - November 9, 2016 MFWire.com
    10/31/2016 Filings for Fundsters - October 31, 2016 MFWire.com
    10/27/2016 An OpFunds Channel Chief Plans to Hire In These Areas MFWire.com
    10/24/2016 Brace For Schwab's IMPACT 2016 MFWire.com
    10/19/2016 Aberdeen and OpFunds Win Big in Chicago MFWire.com
    10/18/2016 MFEA STARs Gather in Chitown as MMIers Gather in Beantown MFWire.com
    10/7/2016 Filings for Fundsters - October 7, 2016 MFWire.com
    9/23/2016 Filings for Fundsters - September 23, 2016 MFWire.com
    9/22/2016 The Smart Beta Crowd Takes Manhattan MFWire.com
    8/19/2016 Preview of LPL Focus 2016 MFWire.com
    7/25/2016 Stork and Reaper -- July 25, 2016 MFWire.com
    6/10/2016 M* 2016 Preview MFWire.com
    5/31/2016 OpFunds Teams Up With Another Fund Firm's Parent MFWire.com
    5/17/2016 ICI GMM 2016 Is About to Begin MFWire.com
    5/9/2016 Fundsters Gather to Ponder the Fiduciary Reg MFWire.com
    5/9/2016 An NYC Dem Tries to Sick the SEC on OpFunds, Calls Out Steinmetz MFWire.com
    4/27/2016 A Dozen Fund Firms Win in Gotham MFWire.com
    4/25/2016 Leary Hires a Top Voice for TIAA GAM MFWire.com
    3/28/2016 Fund Directors Will Gather in D.C. Tomorrow MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    2/18/2016 Steinmetz Shakes Up OpFunds' C-Suite MFWire.com
    1/19/2016 Which Fund Firm Won 2015? MFWire.com
    1/12/2016 PMs For 12 Fund Firms Catch M*'s Eye MFWire.com
    11/10/2015 IMPACT 2015 Begins in Beantown MFWire.com
    10/5/2015 OpFunds Is Establishing an ETF Beachhead MFWire.com
    9/9/2015 Steinmetz Buys a Smart Beta Specialist MFWire.com
    9/2/2015 OpFunds' Willis Bets On Beautiful MFWire.com
    8/14/2015 SSgA Turns Its Flows Around, In a Big Way MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    7/17/2015 Who Else Should Be Losing Sleep Over the SEC's Sub-TA Sweep? MFWire.com
    7/13/2015 This Is What Goldman Paid Buddy Donahue ... and This Is How He Invests MFWire.com
    6/18/2015 WisdomTree and SEI Won Big In May MFWire.com
    5/20/2015 SEC Targets At Least Two Fund Firms Over Sub-TAs MFWire.com
    4/17/2015 7 Titans Swallow 88 Percent of Inflows MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    11/21/2014 The Ten Biggest Fund Shops Now Control 58 Percent of the Assets MFWire.com
    10/22/2014 OppFunds, Putnam, Aberdeen and U.S. Global See STARS in Chitown MFWire.com
    3/11/2014 The Adventures of Tom Winnick Continue MFWire.com
    1/6/2014 An OpFunds PM Jumps Groups MFWire.com
    1/3/2014 FT Nods at Some Small Caps MFWire.com
    12/30/2013 The 13 Fund Firms that Got the Most Ink in 2013 MFWire.com
    12/17/2013 Steinmetz Takes Reins of OpFunds MFWire.com
    12/5/2013 Single State Muni-Fundsters' Quirks Catch WSJ's Attention MFWire.com
    12/2/2013 Vanguard, Fido, T. Rowe, J.P. Morgan, DFA and OpFunds Take Bigger Slices of the Growing Pie MFWire.com
    10/28/2013 OpFunds Adds Three Marketing Honchos MFWire.com
    10/25/2013 SEC Pokes Around Industry Over Puerto Rico MFWire.com
    10/22/2013 M* Profiles Six Funds That Go to the Extreme MFWire.com
    10/18/2013 OpFunds Builds Global Multi-Asset Team MFWire.com
    10/14/2013 OpFunds Changes a Fund's Name and Strategy MFWire.com
    10/14/2013 kasina: Advisors Want You Online, Big Time MFWire.com
    10/11/2013 Vanguard Kicks More Ass MFWire.com
    9/26/2013 OpFunds Kicks Up Advisor Internet Presence MFWire.com
    9/23/2013 Seen and Heard at the 2013 NICSA GMM MFWire.com
    9/4/2013 Oppenheimer Capital Income Fund Plans Strategy Shift MFWire.com
    8/30/2013 OpFunds Settles Muni Bond Lawsuit MFWire.com
    8/26/2013 OpFunds Floats a New Fund MFWire.com
    8/22/2013 OpFunds Shuts Down a Fund MFWire.com
    8/21/2013 OpFunds, Putnam Win Industry Awards MFWire.com
    8/12/2013 OpFunds Adjusts Six Funds MFWire.com
    7/10/2013 Muni Meltdown Hits OpFunds and Fido Hardest MFWire.com
    7/1/2013 OpFunds Launches a New Fund MFWire.com
    6/28/2013 OpFunds Amends a Fund's Pricing MFWire.com
    6/28/2013 OpFunds Rebrands a Smid-Cap Fund MFWire.com
    6/19/2013 Vanguard Wins Again MFWire.com
    6/6/2013 A PM Joins an OpFunds Commodity Offering MFWire.com
    6/6/2013 OpFunds Adds a Money Fund PM MFWire.com
    6/3/2013 Glavin Picks a Prez MFWire.com
    5/20/2013 Which Funds are the Worst? MFWire.com
    5/16/2013 Vanguard Wins the Month, Again MFWire.com
    5/3/2013 Fundsters, Focus on Client Problems! MFWire.com
    4/29/2013 OpFunds Unveils New Brand MFWire.com
    4/11/2013 OpFunds Escapes a Fraud Lawsuit MFWire.com
    4/9/2013 Steinmetz Expands the C-Suite at OpFunds MFWire.com
    3/15/2013 Stork and Reaper for the Week of March 11, 2013 MFWire.com
    3/13/2013 Four-Fifths of Top EM Funds Shut New Investors Out MFWire.com
    3/1/2013 Stork and Reaper for the Week of February 25, 2013 MFWire.com
    3/1/2013 OpFunds Hires an Ex-Columbia Team MFWire.com
    2/11/2013 OpFunds Wants a Distribution Tech Expert MFWire.com
    2/8/2013 Stork and Reaper for The Week of February 4, 2013 MFWire.com
    1/18/2013 Stork and Reaper for the Week of January 14, 2013 MFWire.com
    12/26/2012 Ex-MSIM Exec and Retired Admiral Join OpFunds Board MFWire.com
    12/17/2012 Artisan Lands Two Nominations for the Same Award MFWire.com
    10/25/2012 Franklin, Hancock, RidgeWorth and U.S. Global Win Big at MFEA MFWire.com
    10/22/2012 Barron's Reviews the Recent Target Date Closings MFWire.com
    9/24/2012 Are Fundsters Cherry Picking Bond Bogeys? MFWire.com
    8/28/2012 A SteelPath PM Chats About OpFunds MFWire.com
    7/31/2012 Stork and Reaper for July 31, 2012 MFWire.com
    7/18/2012 OpFunds' SteelPath Buy Is Both Deliberate and Serendipitous MFWire.com
    7/17/2012 OpFunds' Steely Glavin Masters the Path to a Deal MFWire.com
    7/5/2012 GSAM to Close Up Target-Date Mutual Funds MFWire.com
    6/6/2012 OpFunds Agrees to a $35MM Settlement MFWire.com
    6/5/2012 PMs From DoubleLine and Pimco Land on a New List MFWire.com
    4/18/2012 OppFunds Globalizes the Tribeca Film Festival MFWire.com
    4/10/2012 Butch, Dorsey, Gatch and Rice Win Big MFWire.com
    2/28/2012 Pimco Outperformed its Fellow Mutual Fund Family Titans MFWire.com
    12/15/2011 OppFunds Hires a Wirehouse Vet MFWire.com
    12/14/2011 The Doctor is Out: OppFunds Replaces Freud MFWire.com
    11/16/2011 OppenheimerFunds Hires Four MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    10/14/2011 BlackRock, Fidelity and Putnam Dominate Online MFWire.com
    10/6/2011 Learn from Steve Jobs, Says OppFunds Exec MFWire.com
    8/9/2011 Morningstar Downgrades Schwab's and DWS' Target-Date Ratings MFWire.com
    7/27/2011 Will a $100 Million Fixed Income Fund Settlement Go Through? MFWire.com
    6/8/2011 OppFunds Wins a 12b-1 Reprieve For B-Ds MFWire.com
    5/23/2011 OppFunds Agrees to Settle Class Action Suits for $100 Million MFWire.com
    5/19/2011 Report Chides Vanguard and Others for Being 'Excessive CEO Pay Enablers' MFWire.com
    5/18/2011 OppFunds Equity Income Will Gobble a Sibling MFWire.com
    5/17/2011 T. Rowe and Fido Dominate an I-O Niche 401kWire.com
    5/6/2011 Fundsters Confront an Evolving Industry MFWire.com
    5/5/2011 ICI GMM: Schmeeks Need Defined Alpha In the Face of RDR MFWire.com
    5/3/2011 Pioneer Has Something in Common with OppFunds, Franklin MFWire.com
    4/27/2011 OppenheimerFunds Rolls Out a Short Duration Fund MFWire.com
    4/8/2011 Gundlach, Suskind and Willis Win in Manhattan MFWire.com
    4/6/2011 Ascensus Wins as a Fund Firm Combines its 401k Offerings 401kWire.com
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