OMICRON ADVISORS, LLC

Overview

Omicron Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm acts primarily as a discretionary portfolio manager and financial planning provider for high-net-worth individuals, families and select small institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible—percentage of AUM, hourly and fixed-fee engagements are all used. Investment activity is centered on pooled public funds and mutual funds as the primary vehicle for client exposures, supplemented by targeted allocations to third‑party real estate strategies. The firm does not identify as an active ESG investor. Omicron operates with an individual owner structure and maintains custodial relationships to support its discretionary management model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices