Omega Advisers, LLC. is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 31, 2025, reports $10M in regulatory assets under management, 1 employee, and 42 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 83.3% of total clients.
Top client categories% of clientsClients
1
HNWI
83.3%
25
2
Corporations
13.3%
4
3
Other Advisers
3.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$10Mas of March 31, 2025
Discretionary98.9%
$10M
99% of total RAUM98.9%
Non-discretionary1.1%
$110K
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$10M
Total Accounts42
10Y AUM Change+$10M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee30:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.