Omnicap Group LLC
Firm details
- Headquarters
- El Segundo, California
- CRD number
- 133387
- Registered since
- December 3, 2004
- Website
- www.omnicap.net
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- State / Municipal Government100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Omnicap Group LLC is an SEC-registered limited liability company that provides advisory services to institutional clients. The firm is organized as an individually owned business and has been registered with the SEC since 2004. Its advisory remit includes portfolio management for businesses and institutions and it is also registered to provide municipal advisory services. Omnicap charges a mix of fees — percentage of AUM, hourly, fixed fees and performance-based fees — and is not identified as an active ESG investor or a multi-state adviser. The firm is not categorized as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds77%
- Cash & Cash Equivalents22%
- State & Local Bonds1%
Contacts
3 of 4
Jeffrey Smith
PresidentCRD 4389122

Daniel Daly
Managing DirectorCRD 4954727

Edward Mcroberts
Managing DirectorCRD 4528727
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
El Segundo, CA
Los Angeles
Location
El Segundo, CA
Headquartered in El Segundo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 2286 E Maple Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Dalton Investments, Inc.
RIAEl Segundo, CA
Halseypoint Asset Management
RIAEl Segundo, CA
IM Global Partner Fund Management LLC
RIAEl Segundo, CA
Ducenta Squared Asset Management
RIAEl Segundo, CA
Nassau Coramerica LLC
RIAEl Segundo, CA
Validus Capital LLC
RIAEl Segundo, CA