OMERS VENTURES MANAGEMENT INC.
Adviser information for OMERS VENTURES MANAGEMENT INC. last updated from Form ADV on March 28th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Canada |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-100348 |
|---|---|
| SEC ERA File Number | 802-100348 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 219511 |
| Legal Entity Identifier | None |
Principal Office
85 RICHMOND STREET WEST2ND FLOOR
TORONTO, ONTARIO
Canada
Monday - Friday, 9 AM - 5 PM
Tel: 416-369-2400, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| OMERS INFRASTRUCTURE AND OMERS INFRASTRUCTURE US | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| OMERS VENTURES IIA, LP | Venture Capital Fund | $209.1M | $0.0M | 5 |
| OMERS VENTURES III, LP | Venture Capital Fund | $406.5M | $0.0M | 9 |
| OMERS VENTURES IV, LP | Venture Capital Fund | $457.5M | $0.0M | 4 |
| OMERS VENTURES LP | Venture Capital Fund | $365.2M | $0.0M | 2 |
| SCTS I LIMITED PARTNERSHIP | Venture Capital Fund | $5.2M | $0.0M | 2 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| OMERS ADMINISTRATION CORPORATION | Foreign Entity | OSI PENCO CORPORATION | SHAREHOLDER | 07/2008 | > 75% |
| OMERS LIFE CYCLE INVESTMENTS CORPORATION | Foreign Entity | – | SHAREHOLDER | 06/2010 | > 75% |
| OMERS LIFE CYCLE INVESTMENTS HOLDINGS INC. | Foreign Entity | – | SHAREHOLDER | 06/2010 | > 75% |
| OSI PENCO CORPORATION | Foreign Entity | OMERS LIFE CYCLE INVESTMENTS HOLDINGS INC. | SHAREHOLDER | 06/2010 | > 75% |
| 4446402 CANADA INC. | Foreign Entity | OMERS LIFE CYCLE INVESTMENTS CORPORATION | SHAREHOLDER | 06/2010 | > 75% |
| CA TRUST | Foreign Entity | 4446402 CANADA INC. | SHAREHOLDER | 07/2008 | 50-75% |
| OMERS ADMINISTRATION CORPORATION | Foreign Entity | 4446402 CANADA INC. | SHAREHOLDER | 07/2008 | > 75% |
| ROYAL TRUST CORPORATION OF CANADA | Foreign Entity | CA TRUST | TRUSTEE | 07/2008 | |
| Kovensky, Jillian, Elizabeth | Individual | – | DIRECTOR, LEGAL (OFFICER POSITION) | 09/2019 | < 5% |
| KOBUS, BRIAN, A | Individual | – | MANAGING DIRECTOR, HEAD OF FUND OPERATIONS | 10/2023 | < 5% |
| Webster, Marjorie, Claire | Individual | – | SECRETARY | 03/2017 | < 5% |
| Yang, Michael | Individual | – | MANAGING DIRECTOR, HEAD OF VENTURES | 11/2023 | < 5% |
| Lenz, Laura | Individual | – | DIRECTOR (OFFICER POSITION) | 11/2019 | < 5% |
| Lau, Rick | Individual | – | VICE PRESIDENT, INVESTMENT FINANCE | 03/2021 | < 5% |
| LEE, EUGENE, J | Individual | – | DIRECTOR (OFFICER POSITION) | 01/2022 | < 5% |
| Kovensky, Jillian, Elizabeth | Individual | – | DIRECTOR | 01/2023 | < 5% |
| Janson, Jennifer | Individual | – | DIRECTOR, BUSINESS OPERATIONS | 11/2023 | < 5% |
| KOBUS, BRIAN, A | Individual | – | DIRECTOR | 10/2023 | < 5% |
| Yang, Michael | Individual | – | DIRECTOR | 09/2023 | < 5% |
| Flatt, Bryan | Individual | – | ASSISTANT SECRETARY | 06/2023 | < 5% |