SourcingSourcing

E. MAGNUS OPPENHEIM & CO. INC.

C42
CRD 14268·SEC 801-14051·NEW YORK, NY
AUM
$9.5M
<$25M
Est. Revenue
$95K
@ 1% on AUM
Est. EBITDA
$29K
@ 30% margin
Est. Deal Value
$228K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
E. MAGNUS OPPENHEIM & CO. INC.
CRD
14268
SEC file #
801-14051
EIN
—
DBA names
—

Economics

AUM
$9.5M
AUM band
<$25M
AUM trajectory
'20'26
$33.1M → $9.5M▼ -71%
Client mix
Individuals Other7
Individuals High Net Worth4

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
emagnus.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Miller, Jonathan, Edward
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
Miller, Jonathan, Edward
PARSONEX ENTERPRISES, INC.
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EMAGNUS.COM
Rdap Domain Creation Date
1999-09-16T13:46:43Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-09-16T13:46:43Z
Rdap Domain Last Changed
2025-07-18T06:35:16Z
Rdap Nameservers
Ns51.worldnic.comNs52.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4153196
Trust Company Affiliate
No

People (3)

3
Miller, Jonathan, Edward
Direct Owner · 87.5%
4153196
ABDULLA, SALMA
IAR · Executive Officer · 2.5%
4961794
Neustrom, Brian, William
Executive Officer · 2.5%
5530526