Omni Partners Us LLC (Irvine)
Omni Partners Us LLC is a large advisory firm based in Irvine. It manages $1.25 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.
Omni Partners Us provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Omni Partners Us: assets under management
The assets under management (AUM) of Omni Partners Us LLC is $1.25 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 288% since the beginning of its operation, and $1.25 billion of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Omni Partners Us LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Omni Partners Us serves?
The only and largest group of clients of Omni Partners Us is pooled investment vehicles with 8 clients and $1.25 billion of assets under management. Among the 8 most similar advisory firms, Omni Partners Us has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.25 billion for 8 clients. 100% of the firm’s clients are foreign persons or businesses.
Omni Partners Us also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons ranges from $0 to $500,000.
Careers at Omni Partners Us LLC
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John James Melsom has served as the Chief Investment Officer since 1 Sep 2013. Benjamin Shanson joined the executive team most recently as the Chief Compliance Officer / Legal Counsel.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in Irvine
The principal office where Omni Partners Us LLC performs its advisory services is located at Suite 550, 2211 Michelson Drive, Irvine, CA 92612, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1 949 485 3680. The normal business hours are 09.00-18.00 on Monday - Friday. You can find more information about the New York firm at omni.co.uk/ and its LinkedIn profile.
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