{ "crd_number": 298001, "slug": "omni-bridgeway-management-usa-llc-new-york-ny-298001", "primary_business_name": "OMNI BRIDGEWAY MANAGEMENT (USA) LLC", "legal_name": "OMNI BRIDGEWAY MANAGEMENT (USA) LLC", "dbas": [], "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": "2018-09-17", "years_registered": 8, "period": "2026-10-01", "filing_date": "2026-09-25", "carried_forward": false, "raum_total": 2464997900.0, "raum_discretionary": 2464997900.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 22, "advisory_employees": 16, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 96766214.0, "count": 1, "fewer_than_5": true }, "insurance_companies": { "raum": 295342103.0, "count": 5 }, "pooled_investment_vehicles": { "raum": 2072889583.0, "count": 28 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_businesses_institutional", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "DC", "NY", "TX" ], "websites": [ "https://linkedin.com/company/omni-bridgeway", "https://omnibridgeway.com", "https://x.com/OmniBridgeway" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298001", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/omni-bridgeway-management-usa-llc-new-york-ny-298001", "display_name": "Omni Bridgeway Management (USA) LLC", "summary": "Omni Bridgeway Management (USA) LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 25, 2026.", "citation": "AdvisorCensus. Omni Bridgeway Management (USA) LLC (CRD 298001): 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" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients" ], "quick_answers": [ { "q": "How is Omni Bridgeway Management (USA) LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Omni Bridgeway Management (USA) LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Omni Bridgeway Management (USA) LLC located?", "a": "Omni Bridgeway Management (USA) LLC's principal office is in New York, NY, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F)." }, { "q": "Is Omni Bridgeway Management (USA) LLC registered with the SEC or a state?", "a": "Omni Bridgeway Management (USA) LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298001." }, { "q": "How much does Omni Bridgeway Management (USA) LLC manage?", "a": "Omni Bridgeway Management (USA) LLC reports $2,464,997,900 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary)." }, { "q": "How have Omni Bridgeway Management (USA) LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Omni Bridgeway Management (USA) LLC: Regulatory assets under management: $871,429,207 in the October 2021 data and $2,464,997,900 in the October 2026 data, up 183%. Total employees: 25 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Omni Bridgeway Management (USA) LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (28); insurance companies (5); charitable organizations (1)." }, { "q": "Does Omni Bridgeway Management (USA) LLC 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/298001" }, { "q": "What changed in Omni Bridgeway Management (USA) LLC's recent Form ADV filings?", "a": "In the October 2026 filing data: Regulatory assets under management went from $2,149,567,557 to $2,464,997,900 (+15%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 871429207.0, "total_employees": 25, "filing_date": "2021-09-29" }, { "period": "2022-10-01", "regulatory_assets_under_management": 835224731.0, "total_employees": 47, "filing_date": "2022-09-30" }, { "period": "2023-10-01", "regulatory_assets_under_management": 882838319.0, "total_employees": 50, "filing_date": "2023-09-26" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1951446817.0, "total_employees": 40, "filing_date": "2024-09-30" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1951446817.0, "total_employees": 40, "filing_date": "2025-07-09" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2464997900.0, "total_employees": 22, "filing_date": "2026-09-25" } ], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "Regulatory assets under management went from $2,149,567,557 to $2,464,997,900 (+15%)." ] }, { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Employees performing advisory functions went from 31 to 16.", "Regulatory assets under management went from $1,951,446,817 to $2,149,567,557 (+10%).", "No longer lists an office in Los Angeles, CA." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/omni-bridgeway-management-usa-llc-new-york-ny-298001.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 28, "fewer_than_5": false, "raum": 2072889583.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 1, "fewer_than_5": true, "raum": 96766214.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 5, "fewer_than_5": false, "raum": 295342103.0 } ], "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/298001", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }