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 institutional registered investment adviser formed as an LLC and SEC-registered since 2004. The firm operates primarily for institutional clients and is registered to provide municipal advisory services. Its advisory work centers on portfolio management for businesses and other institutions. Ownership is recorded as individual, and the firm does not describe itself as a capital allocator. Fee arrangements are diverse and include percentage-of-AUM billing, hourly and fixed fees, and performance-based fees. The firm does not identify as an active ESG investor and is not listed as a pension consultant or related adviser.
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
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