{
  "crd_number": 170309,
  "slug": "omers-infrastructure-and-omers-infrastructure-us-new-york-ny-170309",
  "primary_business_name": "OMERS INFRASTRUCTURE AND OMERS INFRASTRUCTURE US",
  "legal_name": "OMERS INFRASTRUCTURE US LIMITED",
  "dbas": [
    "OMERS INFRASTRUCTURE, OMERS INFRASTRUCTURE US, BOREALIS, BOREALIS INFRASTRUCTURE, AND BOREALIS INFRASTRUCTURE US"
  ],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-04-21",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-04-27",
  "carried_forward": false,
  "raum_total": 17829243528.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 17829243528.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 138,
  "advisory_employees": 106,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 0.0,
      "count": 0
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 9348547768.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 0
    },
    "pooled_investment_vehicles": {
      "raum": 8480695760.0,
      "count": 12
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/borealis-infrastructure/about",
    "https://omersinfrastructure.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170309",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/omers-infrastructure-and-omers-infrastructure-us-new-york-ny-170309",
  "display_name": "Omers Infrastructure and Omers Infrastructure US",
  "summary": "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.",
  "citation": "AdvisorCensus. Omers Infrastructure and Omers Infrastructure US (CRD 170309): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Omers Infrastructure and Omers Infrastructure US compensated?",
      "a": "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."
    },
    {
      "q": "Where is Omers Infrastructure and Omers Infrastructure US located?",
      "a": "Omers Infrastructure and Omers Infrastructure US' principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Omers Infrastructure and Omers Infrastructure US registered with the SEC or a state?",
      "a": "Omers Infrastructure and Omers Infrastructure US is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170309."
    },
    {
      "q": "How much does Omers Infrastructure and Omers Infrastructure US manage?",
      "a": "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)."
    },
    {
      "q": "How have Omers Infrastructure and Omers Infrastructure US' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Omers Infrastructure and Omers Infrastructure US serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12)."
    },
    {
      "q": "Does Omers Infrastructure and Omers Infrastructure US report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Omers Infrastructure and Omers Infrastructure US' recent Form ADV filings?",
      "a": "In the May 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 8699219510.0,
      "total_employees": 161,
      "filing_date": "2021-07-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 16889794649.0,
      "total_employees": 161,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 16716951638.0,
      "total_employees": 222,
      "filing_date": "2023-07-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 17250012190.0,
      "total_employees": 225,
      "filing_date": "2024-09-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 17860095232.0,
      "total_employees": 221,
      "filing_date": "2025-07-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 17829243528.0,
      "total_employees": 138,
      "filing_date": "2026-04-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 105 to 106.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/omers-infrastructure-and-omers-infrastructure-us-new-york-ny-170309.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 8480695760.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 9348547768.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170309",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}