CRD: 168943
Oldenburg Investment Professionals
$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-30-2013
- Office Locations
- 1
Office Locations
Norre Gade 40A & 40ca 16 ST Thomas VI
About Oldenburg Investment Professionals
Oldenburg Investment Professionals is a ST Thomas-based RIA. The firm has been operating for 12 years. Managing $4.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$236.8K AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Atlas Ridge vertex
Investment Themes
Vertex atlas Crest
Investment Vehicles
Fusion
Services
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Owner & Executives
DANAE SARAH OLDENBURG
PRINCIPAL
- CRD
- #5718412
- Ownership
- 75% or more
(334) 718-3543
peak.beacon@matrixcapital.com
in linkedin.com/in/meridian-catalyst
Showing 1 of 1 owners & executives
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C
Costin-Valeriu Gradina
--
- CRD
- #7819373
(687) 312-9009
foundation.pioneer@signalcapital.com
in linkedin.com/in/focus-insight
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,500,000
Equity - OTC:
44.9% Cash:
16.3% Other:
38.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $3,581,962,284 | 44.9% |
| Cash | $1,300,356,019 | 16.3% |
| Other | $3,095,325,983 | 38.8% |
| Total | $7,977,644,286 | 100.0% |