Omega Advisers, LLC
Firm details
- Headquarters
- ,
- CRD number
- 291076
- Registered since
- January 12, 2018
- Website
- www.omegaadvisers.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.08%
- Corporations / Businesses12.11%
- Other Investment Advisers0.81%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Omega Advisers, LLC is an SEC-registered limited liability company that provides portfolio management and brokerage services to both individual/family clients and institutional entities. The firm has been registered since 2018 and is owned by an individual. Its advisory mandate covers discretionary portfolio management for individuals, small businesses, and larger business or institutional clients. Omega charges either a percentage of assets under management or fixed fees for its advisory services, and it also operates as a broker‑dealer. The firm does not describe itself as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents55%
- Public Funds/Mutual Funds29%
- Derivatives9%
- Exchange Traded Equities6%
- US Government Bonds1%
Contacts
1 of 1
Gabriel Indihar
PresidentCRD 4689931
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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