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Omers Infrastructure and Omers Infrastructure US
Filed as OMERS INFRASTRUCTURE AND OMERS INFRASTRUCTURE US · Legal name Omers Infrastructure US Limited
Omers Infrastructure and Omers Infrastructure US is an SEC-registered investment advisory firm in New York, NY, registered since 2014, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated April 27, 2026.
Quick answers
From the filingHow is Omers Infrastructure and Omers Infrastructure US compensated?
On its Form ADV (Item 5.E, October 2026), Omers Infrastructure and Omers Infrastructure US reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.
Where is Omers Infrastructure and Omers Infrastructure US located?
Omers Infrastructure and Omers Infrastructure US' principal office is in New York, NY, according to its Form ADV.
Is Omers Infrastructure and Omers Infrastructure US registered with the SEC or a state?
Omers Infrastructure and Omers Infrastructure US is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170309.
How much does Omers Infrastructure and Omers Infrastructure US manage?
Omers Infrastructure and Omers Infrastructure US reports $17,829,243,528 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (0% discretionary).
How have Omers Infrastructure and Omers Infrastructure US' assets and staff changed since 2021?
In the Form ADV data for Omers Infrastructure and Omers Infrastructure US: Regulatory assets under management: $8,699,219,510 in the October 2021 data and $17,829,243,528 in the October 2026 data, up 105%. Total employees: 161 in October 2021 and 138 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Omers Infrastructure and Omers Infrastructure US serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12).
Does Omers Infrastructure and Omers Infrastructure US report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170309
What changed in Omers Infrastructure and Omers Infrastructure US' recent Form ADV filings?
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated April 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$17,829,243,528 as of October 2026, filing dated April 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Omers Infrastructure US Limited
- Also doing business as
- OMERS INFRASTRUCTURE, OMERS INFRASTRUCTURE US, BOREALIS, BOREALIS INFRASTRUCTURE, AND BOREALIS INFRASTRUCTURE US
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (12 years)
- Employees
- Total: 138. Performing investment advisory functions: 106.
- Wrap fee program participation
- No.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $17,829,243,528 | 138 | April 27, 2026 |
| October 2025 | $17,860,095,232 | 221 | July 7, 2025 |
| October 2024 | $17,250,012,190 | 225 | September 16, 2024 |
| October 2023 | $16,716,951,638 | 222 | July 21, 2023 |
| October 2022 | $16,889,794,649 | 161 | March 30, 2022 |
| October 2021 | $8,699,219,510 | 161 | July 30, 2021 |
Regulatory assets under management: $8,699,219,510 in the October 2021 data and $17,829,243,528 in the October 2026 data, up 105%.
Total employees: 161 in October 2021 and 138 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- May 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Employees performing advisory functions went from 105 to 106.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Omers Infrastructure and Omers Infrastructure US (CRD 170309): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/omers-infrastructure-and-omers-infrastructure-us-new-york-ny-170309