# Omers Infrastructure and Omers Infrastructure US

> 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.

- CRD: 170309
- Filed as: OMERS INFRASTRUCTURE AND OMERS INFRASTRUCTURE US
- 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)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170309
- AdvisorCensus page: https://advisorcensus.com/firm/omers-infrastructure-and-omers-infrastructure-us-new-york-ny-170309

## Quick answers

**How 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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $17,829,243,528
- Discretionary: $0
- Non-discretionary: $17,829,243,528

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 12 | $8,480,695,760 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $9,348,547,768 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 138 total, 106 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- omersinfrastructure.com
- LinkedIn @borealis-infrastructure

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $8,699,219,510 | 161 | July 30, 2021 |
| October 2022 | $16,889,794,649 | 161 | March 30, 2022 |
| October 2023 | $16,716,951,638 | 222 | July 21, 2023 |
| October 2024 | $17,250,012,190 | 225 | September 16, 2024 |
| October 2025 | $17,860,095,232 | 221 | July 7, 2025 |
| October 2026 | $17,829,243,528 | 138 | April 27, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Omers Infrastructure and Omers Infrastructure US (CRD 170309): Form ADV filing data as of October 2026.