OM ADVISERS LP

RIASEC RegisteredEst. 2020
Total AUM
$189M
Discretionary
$189M
100% of AUM
Avg account
$63.2M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
SUMMIT, New Jersey
CRD number
309024
Registered since
July 13, 2020
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

OM Advisers LP is a limited partnership registered with the SEC that operates as a hedge fund manager and commodity pool operator/commodity trading advisor. The firm’s client base is institutional and its business model centers on running pooled investment vehicles and selecting other advisers for manager-driven allocations. Fee arrangements are expressed as a percentage of assets under management, and the firm serves as sponsor/GP or managing member of its pooled vehicles. Because OM Advisers LP is registered as a CPO/CTA and lists portfolio management for pooled vehicles among its advisory activities, its investment program is built around hedge-fund-style strategies and tools commonly used in that space. The firm does not identify as an active ESG investor, and it is not set up as a multi-state adviser.

Assets & Accounts

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

1 of 1
  • AJAY SHROFF

    Chief Investment OfficerCRD 6355761

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

SUMMIT, NJ

UNION

Location

SUMMIT, NJ

Headquartered in SUMMIT, NJ, 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
UNION
Address
19 Beechwood Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth