OMERS INFRASTRUCTURE AND OMERS INFRASTRUCTURE US

RIASEC RegisteredEst. 2014
Total AUM
$17.8B
Discretionary
$0
0% of AUM
Avg account
$1.4B
Accounts
13
Employees
138
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
170309
Registered since
April 21, 2014
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pension & Profit Sharing Plans52.43%
  • Pooled Investment Vehicles47.57%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Omers Infrastructure And Omers Infrastructure US operates as a multifaceted investment manager focused on pooled investment vehicles for institutional clients. The firm is registered with the SEC (since 2014) and is structured as a corporation with ownership ties to a foreign entity and an individual. Its business model blends private equity and hedge fund strategies alongside portfolio management for commingled vehicles; it also functions as sponsor, general partner or managing member of pooled investments. Fee arrangements include a percentage-of-assets component, performance-based fees and other fee lines. The firm identifies as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Asset composition

Asset composition: Non-Exchange Traded Equities 95%, Other 5%95%
  • Non-Exchange Traded Equities95%
  • Other5%

Owners & executives

1 of 1
  • KATHARINE OSTROW

    Chief Compliance OfficerCRD 5803267

Contacts

3 of 6
  • BLAIR MCKECHNIE

    Managing DirectorCRD 7003273

  • Luca Lupo

    CRD 8259926

  • Jenine Krause

    Senior Managing DirectorCRD 8244090

Unlock 3 more contacts

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

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
50 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth