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 SEC-registered manager formed in 2012 that runs pooled investment vehicles for institutional clients. The firm operates as a limited liability company and is classified in public filings as a mix of private equity, venture capital and multifaceted fund management. Its primary activity is portfolio management for pooled vehicles, and it acts as a sponsor/GP and managing member of such vehicles rather than as a broad capital allocator to third parties. Omega charges fees that include a percentage-of-AUM component plus other fee types, and it identifies itself as an active ESG investor. The adviser is not multi-state, not newly formed, and does not advertise pension-consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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

    Mark Russell

    Chief Compliance OfficerCRD 6626991

Contacts

3 of 3
  • Claudio Nessi

    Claudio Nessi

    Managing DirectorCRD 6736523

  • Francesco Draetta

    Managing DirectorCRD 7896671

  • Otello Stampacchia

    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