OMEGA CAPITAL MANAGEMENT, LLC
OMEGA CAPITAL MANAGEMENT,LLC Legal Name
Adviser information for OMEGA CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 574 | $113.0M |
| Non-Discretionary | 0 | $0 |
| Total | 574 | $113.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 87 | $14.3M |
| HNW Individuals | 76 | $77.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 15 | $21.0M |
| Charitable organizations | <5 | $145,155 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMHourly charges |
Identifiers
| SEC RIA File Number | 801-120681 |
|---|---|
| SEC ERA File Number | 801-120681 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 129167 |
| Legal Entity Identifier | None |
Principal Office
268 ROUTE 206SUITE 408
FLANDERS
NJ
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 973-927-8388, Fax: 973-927-8389
Chief Compliance Officer
STEVEN M. BEDELL
MANAGING PRINCIPAL
95 WEST MAIN ST.
SUITE 5315
CHESTER
NJ
United States
Tel:
973-927-8388
Fax:
973 927-8389
S******@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BEDELL, STEVEN, M | Individual | – | MANAGING PRINCIPAL & CHIEF COMPLIANCE OFFICER | 02/1999 | > 75% |
| BEDELL, JENNIFER, BETH | Individual | – | OFFICE ASSISTANT | 01/2020 | 5-10% |