# Omni Bridgeway Management (USA) LLC

> 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.

- CRD: 298001
- Filed as: OMNI BRIDGEWAY MANAGEMENT (USA) LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298001
- AdvisorCensus page: https://advisorcensus.com/firm/omni-bridgeway-management-usa-llc-new-york-ny-298001

## Quick answers

**How is Omni Bridgeway Management (USA) LLC compensated?**
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.

**Where is Omni Bridgeway Management (USA) LLC located?**
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).

**Is Omni Bridgeway Management (USA) LLC registered with the SEC or a state?**
Omni Bridgeway Management (USA) LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 298001.

**How much does Omni Bridgeway Management (USA) LLC manage?**
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).

**How have Omni Bridgeway Management (USA) LLC's assets and staff changed since 2021?**
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.

**What types of clients does Omni Bridgeway Management (USA) LLC serve?**
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).

**Does Omni Bridgeway Management (USA) LLC 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/298001

**What changed in Omni Bridgeway Management (USA) LLC's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $2,149,567,557 to $2,464,997,900 (+15%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,464,997,900
- Discretionary: $2,464,997,900
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 28 | $2,072,889,583 |
| Charitable organizations | 1 | $96,766,214 |
| Insurance companies | 5 | $295,342,103 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2018 (8 years)
- Employees: 22 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DC, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Houston, TX
- San Francisco, CA
- Washington, DC

### Websites listed on Form ADV (Item 1.I)
- [omnibridgeway.com](https://omnibridgeway.com)
- LinkedIn @omni-bridgeway
- X @OmniBridgeway

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $871,429,207 | 25 | September 29, 2021 |
| October 2022 | $835,224,731 | 47 | September 30, 2022 |
| October 2023 | $882,838,319 | 50 | September 26, 2023 |
| October 2024 | $1,951,446,817 | 40 | September 30, 2024 |
| October 2025 | $1,951,446,817 | 40 | July 9, 2025 |
| October 2026 | $2,464,997,900 | 22 | September 25, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $2,149,567,557 to $2,464,997,900 (+15%).

### July 2026
- Updated its list of owners and control persons (Schedule A).

### December 2025
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Omni Bridgeway Management (USA) LLC (CRD 298001): Form ADV filing data as of October 2026.