AUMdb

Omega Advisers, Llc.

SEC-registered Broker-Dealer (Dually Registered) · Boutique (under $100M) CRD 291076 · SEC file 801-112229 · · www.omegaadvisers.com
☆ Save with Pro ADV data as of Jul 22, 2026
Regulatory AUM
$13.6M
Discretionary
$13.6M
Clients
30
Avg AUM / client
$454K
Accounts
30
Employees
1

AUM over time

$0 $13.6M
Nov 28, 2017 Jul 22, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 22, 2026

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 25 $11.9M 87.1%
Other investment advisers 1 $110K 0.81%
Corporations and other businesses 4 $1.7M 12.1%

People (1)

NameRole / titleCredentialsWith firm sinceOwnership
Indihar, Gabriel, Matias Managing Member And Chief Compliance Officer Oct 2017 (9y) 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 06/24/2026 923 KB 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
  • Fixed fees

Services

  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

Custody

Firm reports it does not have 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: Jul 22, 2026.

View current Form ADV (SEC/IAPD) ↗