OMEGA FUND MANAGEMENT, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$343M
Accounts
5
Employees
21
Advisory reps
5

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
157753
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Omega Fund Management, LLC is an LLC that has been SEC-registered since 2012 and operates as a multifaceted fund manager with a primary orientation toward private equity and venture capital. The firm serves institutional clients and acts as an adviser and sponsor/GP for pooled investment vehicles, providing portfolio management for those pooled vehicles. Its fee model includes percentage-of-AUM charges alongside other fee arrangements. Omega reports itself as an active ESG investor and structures ownership as a domestic entity/individual owner.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • ERIC COOPER

    Chief Financial OfficerCRD 8214210

  • MARK RUSSELL

    Chief Compliance OfficerCRD 6626991

Contacts

3 of 3
  • Claudio Nessi

    Managing DirectorCRD 6736523

  • FRANCESCO DRAETTA

    Managing DirectorCRD 7896671

  • OTELLO STAMPACCHIA

    Managing DirectorCRD 6023432

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
888 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth