OMNI BRIDGEWAY MANAGEMENT (USA) LLC

RIASEC RegisteredEst. 2018

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$97.7M

Accounts

22

Employees

26

Advisory reps

5

Firm details

Headquarters: New York, New York
CRD number: 298001
Registered since: September 17, 2018
Website: omnibridgeway.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles78.57%
Insurance Companies16.14%
Charitable Organizations5.29%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Omni Bridgeway Management (USA) LLC operates as a limited liability company and is classified as a private equity fund. Established in 2018, the firm focuses on portfolio management for pooled investment vehicles and for businesses or institutions. It primarily serves an institutional client base and employs a fee structure that includes a percentage of assets under management (AUM) along with performance-based fees. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Other100%

Owners & executives

2 of 2

RAYMOND GERARDUS ANTONIUS VAN HULST
Chief Executive OfficerCRD 7988395
mark wells
Global Chief Investment OfficerCRD 8028371

Contacts

3 of 3

JOSEPH CHO
General CounselCRD 8131301
NATHAN WEGER
Compliance OfficerCRD 7078021
JEREMY SAMBROOK
Group General Counsel and Company SecretaryCRD 5779029

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: NEW YORK
Address: 437 Madison Ave
Time zone: ET (UTC-5)
Office locations

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