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 a small SEC-registered advisory firm organized as an LLC and owned by an individual. The firm has been registered with the SEC since 2018 and operates as both a broker-dealer and an investment adviser, providing portfolio management services to individuals, families, small businesses and institutional clients. Advisory fees are charged as a percentage of assets under management and via fixed-fee arrangements. Omega Advisers reports it is not an active ESG investor, is not a multi-state adviser, and does not identify as a capital allocator.
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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