Omers Infrastructure Us Limited
- Regulatory AUM
- $17.8B
- Discretionary
- $0
- Clients
- 12
- Avg AUM / client
- $1.5B
- Accounts
- 13
- Employees
- 138
AUM over time
Annual snapshots from Form ADV filings · as of Apr 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 12 | $8.5B | 47.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $9.3B | 52.4% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $1.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Borealis Ark Holdings B.V. | Hedge Fund | Netherlands | $523M | 3 |
| Crane Fund Us Lp | Private Equity Fund | Delaware | $434M | 5 |
| Fitzgerald Fund Us, Lp | Private Equity Fund | Delaware | $276M | 10 |
People (12)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mc Grath, Gerard, Georges Thomas | Shareholder | Jan 2001 (26y) | 25% – 50% of Borealis Holdings Trust Management Inc. (indirect) | |
| Rosehart, Robert, George | Shareholder | Mar 2007 (19y) | 25% – 50% of Borealis Holdings Trust Management Inc. (indirect) | |
| Knowlton, John, Charles | Senior Managing Director And Director, Oius | May 2018 (8y) | Less than 5% | |
| Carter, Reena | Chief Financial Officer | Sep 2018 (8y) | Less than 5% | |
| Cawston, Christopher, Robert | Shareholder | Mar 2021 (5y) | 25% – 50% of Borealis Holdings Trust Management Inc. (indirect) | |
| Hall, James, Willis | Shareholder | Mar 2021 (5y) | 25% – 50% of Borealis Holdings Trust Management Inc. (indirect) | |
| Mckechnie, Blair, Frances | Managing Director, Legal, Secretary, And Director, Oius | Mar 2021 (5y) | Less than 5% | |
| Gray, Peter, David | Managing Director And Director, Oius | Jul 2021 (5y) | Less than 5% | |
| Schlein, Bruce, S | Director, Head Of Esg | Jul 2021 (5y) | Less than 5% | |
| Kalamakis, Irini | Senior Managing Director, Global Head Of Strategic Partnerships, And President And Director, Oius | Sep 2022 (4y) | Less than 5% | |
| Haskins, Benjamin, P | Director, Legal And Director, Oius | Dec 2023 (3y) | Less than 5% | |
| Ostrow, Katharine, L | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Omers Infrastructure Management Inc. | Shareholder | Sep 2011 | A | 75% or more |
| Omers Capital Corporation | Shareholder | Jul 2001 | B | ≈ 56.25% – 100% via Omers Infrastructure Management Inc. |
| Bpc Properties Ltd. | Shareholder | Feb 2004 | B | ≈ 42.19% – 100% via Omers Capital Corporation |
| Bpc Real Estate Holdings Trust | Shareholder | Oct 2001 | B | ≈ 21.09% – 75% via Bpc Properties Ltd. |
| Omers Administration Corporation | Shareholder | Oct 2001 | B | ≈ 10.55% – 50% via Bpc Properties Ltd. |
| Borealis Holdings Trust Management Inc. | Trustee | Aug 2001 | B | GP / trustee / elected manager of Bpc Real Estate Holdings Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Omers Capital Corporation: 75% – 100% of Omers Infrastructure Management Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Bpc Properties Ltd.: 75% – 100% of Omers Capital Corporation × 75% – 100% of Omers Infrastructure Management Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Bpc Real Estate Holdings Trust: 50% – 75% of Bpc Properties Ltd. × 75% – 100% of Omers Capital Corporation × 75% – 100% of Omers Infrastructure Management Inc. × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Omers Administration Corporation: 25% – 50% of Bpc Properties Ltd. × 75% – 100% of Omers Capital Corporation × 75% – 100% of Omers Infrastructure Management Inc. × 75% – 100% direct ≈ 10.55% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $1.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Borealis Ark Holdings B.V. | Hedge Fund | $523M | $0 | 3 |
| Crane Fund Us Lp | Private Equity Fund | $434M | $0 | 5 |
| Fitzgerald Fund Us, Lp | Private Equity Fund | $276M | $0 | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/27/2026 | 1.85 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • SEE NOTE IN SCHEDULE D- MISCELLANEOUS
Services
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 27, 2026.
View current Form ADV (SEC/IAPD) ↗