CK
Carl Kirby Oppenheimer
CRD 3139451
Firms
| Firm | Role | As of |
|---|---|---|
| Oppenheimer + Close, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Malabar Investments, Llc
Manager · Less than 5% · Mar 2024
-
Malabar Investments, Llc
Partner · 25% – 50% · Mar 2024
-
Oppenheimer + Close, Llc
Director, Managing Member / Chief Compliance Officer · 75% or more · Mar 2024
-
Oppvest, Llc
Managing Member, Cco · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗