OMEN ADVISORY, LLC

Overview

Omen Advisory, LLC is a very small, retail-focused advisory firm organized as an LLC that concentrates on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM basis and also offers subscription-fee arrangements, a structure that aligns with its large roster of very small accounts. Investment activity shows a clear tilt toward listed equities—exchange-traded securities are the dominant vehicle—while the firm also sources exposure to third-party alternative strategies (hedge funds, real estate, commodities and oil & gas) and uses mutual funds where appropriate. Omen Advisory is not positioned as an ESG investor, and it does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices