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E. MAGNUS OPPENHEIM & CO. INC.

CRD 14268File 801-14051
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.5M
Bottom 25% of cohort (national)
Discretionary AUM
$9.5M
Clients
11
7 accounts
Employees
1
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
NYRO
Registration date
Aug 30, 1978
Principal office
575 LEXINGTON AVENUE / 17TH FLOOR, NEW YORK, NY, 10022
Phone
212-983-1818

Assets & accounts

ADV Item 5F
Total regulatory AUM
$9.5M
Discretionary AUM
$9.5M
Non-discretionary AUM
$0
Discretionary accounts
7
Non-discretionary accounts
0
Total accounts
7
AUM per client
$865K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals4$9.1M
Individuals (other than high net worth individuals)7$455K

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11
  • Q11
  • Q11C2
  • Q11C4
  • Q11C5

Filed changes

DateFieldFromTo
Aug 17, 2026Custodyfalsetrue
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.