The Company is engaged in a range of activities in the securities industry, including retail securities brokerage, institutional sales and trading, investment banking, research, market-making, trust services, and investment advisory and asset management services. Its segments are Private Client, which provides financial services in the United States; Asset Management, which offers investment advisory services to its retail and institutional clients; Capital Markets, includes investment banking, institutional equities sales, trading, and research, taxable fixed income sales, trading, and research, public finance and municipal trading; Commercial Mortgage Banking, engaged in the business of originating and servicing Federal Housing Administration insured multifamily and healthcare facility loans and securitizing these loans into Government National Mortgage Association mortgage-backed securities.

Type
Public
HQ
New York, US
Founded
1950
Size (employees)
2,949 (est)
Website
opco.com
Oppenheimer Holdings was founded in 1950 and is headquartered in New York, US
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Key People/Management at Oppenheimer Holdings

Peter Albano

Peter Albano

Managing Director, Global Head of Taxable Fixed Income
Jeff Alfano

Jeff Alfano

Executive Vice President, Chief Financial Officer
John Benedetto

John Benedetto

Executive Vice President, Chief Operations Officer
John Hellier

John Hellier

Senior Managing Director, Equities
Joan Khoury

Joan Khoury

Managing Director, Chief Marketing Officer
Max Lami

Max Lami

Chief Executive Officer, Head of Investment Banking, EMEA
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Oppenheimer Holdings Office Locations

Oppenheimer Holdings has offices in Hong Kong , London, Tel Aviv-Yafo and New York
New York, US (HQ)
85 Broad St
Hong Kong , HK
Henley Building 5 Queen's Road Central
Tel Aviv-Yafo, IL
50 Dizengoff St
London, GB
6 Gracechurch St
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Oppenheimer Holdings Financials and Metrics

Oppenheimer Holdings Revenue

Oppenheimer Holdings's revenue was reported to be $920.34 m in FY, 2017
USD

Revenue (Q1, 2018)

234.5 m

Net income (Q1, 2018)

6.7 m

Market capitalization (18-Jul-2018)

382.7 m

Closing share price (18-Jul-2018)

28.9

Cash (31-Mar-2018)

42.7 m
Oppenheimer Holdings's current market capitalization is $382.7 m.
Annual
USDFY, 2013FY, 2014FY, 2015FY, 2016FY, 2017

Revenue

1 b1 b928.4 m857.8 m920.3 m

Revenue growth, %

(1%)(8%)(8%)

Sales and marketing expense

336.6 m

Operating expense total

900.6 m
Quarterly
USDQ3, 2013Q1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017Q1, 2018

Revenue

243.4 m255.2 m249.7 m244.7 m245.6 m238.9 m213.5 m218.7 m212.1 m211.8 m213.3 m215.9 m226.2 m234.5 m

Sales and marketing expense

120.3 m122.1 m116.1 m110.9 m109.7 m103.6 m101.2 m103.8 m92.6 m90 m86.7 m83.9 m77.6 m83.4 m

Operating expense total

235.2 m250.1 m249.6 m233.8 m235.7 m236.3 m215.1 m226.7 m217.3 m213.6 m220.3 m217.5 m214.4 m224.9 m

Interest expense

14.4 m12.4 m12.5 m12.4 m11 m12 m14.4 m13.4 m12 m11.3 m10.6 m12.8 m13 m12.2 m
Annual
USDFY, 2013FY, 2014FY, 2015FY, 2016FY, 2017

Cash

98.3 m63.8 m63.4 m64.9 m48.2 m

Accounts Receivable

Inventories

Goodwill

137.9 m137.9 m137.9 m137.9 m137.9 m
Quarterly
USDQ3, 2013Q1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q2, 2017Q3, 2017Q1, 2018

Cash

105.4 m123 m65.2 m77.9 m66.9 m50.3 m47.3 m62.5 m107.5 m99 m62.4 m116.6 m44.8 m42.7 m

Goodwill

137.9 m137.9 m137.9 m137.9 m137.9 m137.9 m137.9 m137.9 m137.9 m137.9 m137.9 m137.9 m137.9 m137.9 m

Total Assets

3 b3.1 b3 b2.9 b2.8 b2.9 b2.9 b2.6 b2.6 b2.6 b2.5 b2.6 b2.5 b2.5 b

Long-term debt

149 m
Annual
USDFY, 2013FY, 2014FY, 2015FY, 2016FY, 2017

Net Income

491 k23 m

Inventories

Accounts Payable

11.9 m(51.3 m)22.5 m(70 m)(6.5 m)

Cash From Financing Activities

3.2 m
Quarterly
USDQ3, 2013Q1, 2014Q2, 2014Q3, 2014Q1, 2015Q2, 2015Q3, 2015Q1, 2016Q2, 2016Q3, 2016Q1, 2017Q1, 2018

Net Income

(3.9 m)6.7 m(646 k)(4.8 m)6.7 m

Accounts Payable

165.6 m170.2 m203.5 m182.4 m145.8 m126.2 m110.4 m105.8 m3.3 m4.1 m

Cash From Financing Activities

41 m25.2 m

Interest Paid

14.4 m12.4 m12.5 m12.4 m11 m2 m12.6 m
USDY, 2018

Financial Leverage

4.8 x
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Oppenheimer Holdings Operating Metrics

Oppenheimer Holdings's Assets Under Management was reported to be $26.1b in Q2, 2017.
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Oppenheimer Holdings Revenue Breakdown

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Oppenheimer Holdings revenue breakdown by business segment: 29.7% from Capital Markets, 10.8% from Asset Management, 58.8% from Private Client and 0.7% from Other

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Oppenheimer Holdings Company Life and Culture

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