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How does the advisor help clients – Key Takeaways:
Omnivore Capital Management Advisors Private Limited is a financial advisory firm that specializes in providing personalized investment strategies and solutions for its clients. The firm is committed to helping its clients achieve their financial goals and secure their financial future through its expert guidance and sound financial advice.
Facts and Insights
Omnivore Capital Management Advisors Private Limited was founded in 2001 and is based in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA). It operates on a fee-only basis and does not receive any commissions or compensation from third-party providers. The firm has a team of experienced financial advisors who hold advanced degrees in finance and have years of experience in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $500 million | 10 |
Financial Services Offered
Omnivore Capital Management Advisors Private Limited offers a wide range of financial services to its clients. These include:
- Wealth Management
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
The firm serves a diverse group of clients, including individuals, families, small business owners, and institutional investors. They work closely with their clients to understand their unique financial goals and tailor their services to meet their specific needs. The firm does not have any minimum asset requirements to work with their clients.
Fees & Compensation
Omnivore Capital Management Advisors Private Limited operates on a fee-only basis, which means they are only compensated through client fees and do not earn any commissions. The firm charges a percentage of assets under management as their annual fee. The fee structure is transparent and depends on the size and complexity of the client’s portfolio.
Background
Omnivore Capital Management Advisors Private Limited was founded by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. John and his team have built a strong reputation for their in-depth market knowledge, personalized approach, and excellent customer service. The firm’s success is reflected in its long-standing relationships with its clients and its track record of delivering positive results.
Financial Advisor Disclosures to Know
As a registered RIA, Omnivore Capital Management Advisors Private Limited is required to disclose all potential conflicts of interest to its clients. The firm does not have any significant disclosures to report, which further solidifies its commitment to acting in the best interests of its clients.