Omni Bridgeway Management (Usa) LLC
Answer a few questions and
get matched with an advisor.
Learn more about Omni Bridgeway Management (Usa) LLC
Overview
Omni Bridgeway Management (Usa) LLC is an advisory firm headquartered in New York, New York. The company manages $835.2 million in total assets throughout seven client accounts, placing it among the larger financial advisory firms in the nation by assets under management (AUM). The company has an average-sized group, including 26 financial advisors. Omni Bridgeway Management (Usa) LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as options, equities and bonds.
Omni Bridgeway Management (Usa) LLC oversees all of the company's client assets on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make buy and sell decisions without needing to seek client permission. The company manages an average of $119.3 million in assets for each customer account. The average financial advisor at Omni Bridgeway Management (Usa) LLC manages fewer than one client account, placing it among the most personalized advisor firms in the country.
The company's central office is located at 437 Madison Avenue, New York, New York 10022. Omni Bridgeway Management (Usa) LLC is legally allowed to serve investors throughout a few states, including California, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Omni Bridgeway Management (Usa) LLC by the Numbers
$835.2 million
47
7
$119.3 million
Fee Structure
Fees for financial management typically depend on the services offered. Fee types charged by the firm likely include the following fee structures: asset-based or performance-based. Omni Bridgeway Management (Usa) LLC does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles, charitable organizations and insurance companies. Out of its seven accounts, Omni Bridgeway Management (Usa) LLC's largest client type is insurance companies. About 85% of the firm's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 85.71%
- Charitable Organizations - 14.29%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Omni Bridgeway Management (Usa) LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.