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Omnia Family Wealth, LLC

● SEC registered since 2014CRD 170909SEC# 801-79590Aventura, FL
Export (members)
Ranks #2,870 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$859.2M
Fund GAV
$154.3M
Private funds
2
Employees
9
Accounts
1,097
Location
Aventura, FL

Omnia Family Wealth, LLC assets under management

Omnia Family Wealth, LLC is an investment advisory firm registered with the SEC based in Aventura, FL. The firm has been registered since 2014. It reports $859.2 million in regulatory assets under management and employs 9 people. Omnia Family Wealth, LLC manages 2 private funds with combined gross assets of $154.3 million, including Ofw Low Beta, LLC. By regulatory assets, it ranks 2,870 of 5,911 private fund managers.

Omnia Family Wealth, LLC private funds

2 funds · $154.3M GAV
FundTypeGross assetsMin.
Ofw Low Beta, LLCHedge$107.3M$1M
Omnia Real Estate Debt Income Fund, LLCReal Estate$46.9M$1M

Omnia Family Wealth, LLC owners & executives

5 reported
NameTitleOwnershipSince
Alon Ozer ControlChief Investment OfficerUnder 5%2018
Diana C Torre ControlDirector Of OperationsUnder 5%2021
Ivan Orlando Hernandez ControlManaging Member And Chief Compliance Officer10-25%2017
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Frequently asked questions

How much does Omnia Family Wealth, LLC manage?

Omnia Family Wealth, LLC reports $859.2 million in regulatory assets under management on its Form ADV.

How many private funds does Omnia Family Wealth, LLC manage?

Omnia Family Wealth, LLC manages 2 private funds with combined gross assets of $154.3 million.

How many employees does Omnia Family Wealth, LLC have?

Omnia Family Wealth, LLC reports 9 employees.

Where is Omnia Family Wealth, LLC located?

Omnia Family Wealth, LLC is based in Aventura, FL and has been SEC-registered since 2014.

Does Omnia Family Wealth, LLC disclose fund performance?

Omnia Family Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address18851 NE 29th Avenue, Suite 400, Aventura, FL 33180
Phone305-602-9080
Fax305-602-9090
Office hours8:30a.m.-5:00p.m.
SEC regionMiami Regional Office (MIRO)
CIK1696136
Discloses disciplinary historyNo

Assets under management

Discretionary$734.3M
Non-discretionary$124.9M
Total (RAUM)$859.2M

Service providers