The OMNIA FAMILY WEALTH is a privately held investment adviser that advises $994.58mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. OMNIA FAMILY WEALTH is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 62.91% over the last 5-years.
The Group has been registered with the SEC for 12.26 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 18851 NE 29TH AVENUE SUITE 400, AVENTURA, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 10 employees comprised of 5 investment and 5 non-investment staff. The total number of Employees increased by 25% over the last 5-years.
Their $994.58mn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $780.86mn or 78.51% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $167.31mn or 16.82% of Total Assets.
The Group's top investment strategies include Long/Short Equity and FI/Credit - Diverse, representing 70.21% and 29.79% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
OMNIA FAMILY WEALTH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.