Omnia Family Wealth is a fund manager in Aventura with $677.92 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
474980835
SEC advisor number
801-79590
FINRA CRD number
170909
AUM ?
$722.10 mm
(as of 19 Jul 23)
Accounts
1,789
(as of 19 Jul 23)
Employees
10
(5 investment advisory or research)
Address
Omnia Family Wealth
18851 NE 29TH AVENUE
SUITE 400
AVENTURA
FL 33180
18851 NE 29TH AVENUE
SUITE 400
AVENTURA
FL 33180
Phone
305-602-9080
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Omnia Family Wealth, LLC | $677.92 mm | |
Ofw Low Beta, LLC | $77.56 mm | Hedge Fund |
Ofw Low Beta Cayman, LLC | ||
Omnia Real Estate Debt Income Fund, LLC | $23.65 mm | Real Estate Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21