Omni Bridgeway Management (USA) LLC

RIASEC Registered
Total AUM
$2.5B
Discretionary
$2.5B
100% of AUM
Avg account
$72.5M
Accounts
34
Employees
22
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
298001
Registered since
September 17, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles84.09%
  • Insurance Companies11.98%
  • Charitable Organizations3.93%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Omni Bridgeway Management (USA) LLC is a U.S.-organized LLC that operates as a private equity fund manager focused on institutional clients. The firm is SEC-registered (registration year 2018) and serves primarily as a sponsor/GP and managing member of pooled investment vehicles. Its advisory activity centers on portfolio management for pooled vehicles and for businesses or institutional balance sheets. Fee arrangements include both a percentage-of-AUM component and performance-based fees. The firm is not identified as an active ESG investor and is neither a multi-state nor newly formed adviser.

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • Raymond Gerardus Antonius Van Hulst

    Chief Executive OfficerCRD 7988395

  • Mark Wells

    Global Chief Investment OfficerCRD 8028371

Contacts

2 of 2
  • Jeremy Sambrook

    Jeremy Sambrook

    Group General Counsel and Company SecretaryCRD 5779029

  • Nathan Weger

    Compliance OfficerCRD 7078021

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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
437 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth