OMNIMED CAPITAL LLC
Adviser information for OMNIMED CAPITAL LLC 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
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 | 802-128964 |
|---|---|
| SEC ERA File Number | 802-128964 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 326628 |
| Legal Entity Identifier | None |
Principal Office
8383 PRESTON CENTER PLAZASUITE 360
DALLAS
TX
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 972-701-5400, Fax: 972-701-5420
Websites
Chief Compliance Officer
GREGORY B. WOOD
MANAGING DIRECTOR
8383 PRESTON CENTER PLAZA DRIVE
SUITE 360
DALLAS
TX
United States
Tel:
972-701-5400
G*******@*************M
(Full email address available in API data)
Industry Affiliates
| CONCORDE CAPITAL CORPORATION | Other investment adviser, including financial planners |
| CONCORDE INVESTMENT MANAGEMENT | Other investment adviser, including financial planners |
| OMNIMED CAPITAL LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| OMNIMED EQUITY PARTNERS COINVEST, LP | Private Equity Fund | $6.5M | $0.1M | 11 |
| OMNIMED EQUITY PARTNERS II LP | Private Equity Fund | $9.3M | $0.1M | 63 |
| OMNIMED EQUITY PARTNERS, LP | Private Equity Fund | $23.5M | $0.1M | 78 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WOOD, GARY, BRENT | Individual | – | MANAGING DIRECTOR AND PRESIDENT | 02/2018 | 50-75% |
| WOOD, GREGORY, BRENT | Individual | – | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | 02/2018 | 50-75% |
| SMITTY'S TRUST | Domestic Entity | – | MANAGING MEMBER | 05/2020 | 25-50% |
| G&S WOOD - BIER GRANDCHILDREN'S TRUST | Domestic Entity | – | MANAGING MEMBER | 05/2020 | 5-10% |
| G&S WOOD - WOOD GRANDCHILDREN'S TRUST | Domestic Entity | – | MANAGING MEMBER | 05/2020 | 5-10% |
| GBW 5X5 TRUST | Domestic Entity | – | MANAGING MEMBER | 05/2020 | 25-50% |
| WOOD, GREGORY, BRENT | Individual | GBW 5X5 TRUST | TRUSTEE | 05/2020 | |
| WOOD, GARY, BRENT | Individual | GBW 5X5 TRUST | TRUSTEE | 05/2020 | |
| WOOD, GARY, BRENT | Individual | SMITTY'S TRUST | TRUSTEE | 05/2020 | |
| WOOD, GREGORY, BRENT | Individual | SMITTY'S TRUST | TRUSTEE | 05/2020 | |
| ANW 2021 PARTNERS TRUST | Domestic Entity | – | MANAGING MEMBER | 05/2020 | < 5% |
| NPW 2021 PARTNERS TRUST | Domestic Entity | – | MANAGING MEMBER | 05/2020 | < 5% |
| GBW 2021 PARTNERS TRUST | Domestic Entity | – | MANAGING MEMBER | 05/2020 | < 5% |
| SNS 2021 PARTNERS TRUST | Domestic Entity | – | MANAGING MEMBER | 05/2020 | < 5% |
| WOOD, GARY, BRENT | Individual | G&S WOOD - BIER GRANDCHILDREN'S TRUST | TRUSTEE | 05/2020 | |
| WOOD, GREGORY, BRENT | Individual | G&S WOOD - BIER GRANDCHILDREN'S TRUST | TRUSTEE | 05/2020 | |
| WOOD, GARY, BRENT | Individual | G&S WOOD - WOOD GRANDCHILDREN'S TRUST | TRUSTEE | 05/2020 | |
| WOOD, GREGORY, BRENT | Individual | G&S WOOD - WOOD GRANDCHILDREN'S TRUST | TRUSTEE | 05/2020 | |
| WOOD, GARY, BRENT | Individual | ANW 2021 PARTNERS TRUST | TRUSTEE | 05/2020 | |
| WOOD, GREGORY, BRENT | Individual | ANW 2021 PARTNERS TRUST | TRUSTEE | 05/2020 | |
| WOOD, GARY, BRENT | Individual | NPW 2021 PARTNERS TRUST | TRUSTEE | 05/2020 | |
| WOOD, GREGORY, BRENT | Individual | NPW 2021 PARTNERS TRUST | TRUSTEE | 05/2020 | |
| WOOD, GARY, BRENT | Individual | GBW 2021 PARTNERS TRUST | TRUSTEE | 05/2020 | |
| WOOD, GREGORY, BRENT | Individual | GBW 2021 PARTNERS TRUST | TRUSTEE | 05/2020 | |
| WOOD, GARY, BRENT | Individual | SNS 2021 PARTNERS TRUST | TRUSTEE | 05/2020 | |
| WOOD, GREGORY, BRENT | Individual | SNS 2021 PARTNERS TRUST | TRUSTEE | 05/2020 |