Omni Bridgeway Management (USA) LLC

RIASEC RegisteredEst. 2018

Total AUM

$2.1B

Discretionary

$2.1B

100% of AUM

Avg account

$97.7M

Accounts

Employees

Advisory reps

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 is organized as an LLC and operates as a private equity fund manager that primarily serves institutional clients. The firm is SEC-registered (since 2018) and reports a fee model that combines a percentage of assets under management with performance-based fees. Its advisory work focuses on portfolio management for pooled investment vehicles and for businesses or institutions, and it frequently acts as sponsor, general partner, or managing member of pooled vehicles. The ADV filing indicates the firm is not an active ESG investor and is not registered as a multi-state adviser.