Single Family OfficeRIA · CRD 314670SEC-Registered

Updated:

OMNI FINANCIAL LLC

OMNI FINANCIAL LLC is a family office with no publicly disclosed principals, AUM, or investment activity. Profile based on public record.

OMNI FINANCIAL LLC

OMNI FINANCIAL LLC is an SEC-registered investment adviser in Madison, WI, registered since 2024. The firm manages $117 million in assets, with $115 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who are the principals behind OMNI FINANCIAL LLC?

Public records do not name any individual principals, officers, or advisory roles associated with OMNI FINANCIAL LLC. The firm has not disclosed leadership in any public filing or media.

What is the investment strategy of OMNI FINANCIAL LLC?

No investment strategy has been publicly documented for OMNI FINANCIAL LLC. The firm has not reported any sector preferences, asset-class focus, or geographic targets.

Is OMNI FINANCIAL LLC open to co-investments or external capital?

There is no public evidence that OMNI FINANCIAL LLC invites co-investment partners or manages capital for third parties. The firm's operations appear entirely private.

Does OMNI FINANCIAL LLC maintain any philanthropic or charitable structures?

No affiliated foundations, donor-advised funds, or charitable entities linked to OMNI FINANCIAL LLC have been identified in public records.

How can an allocator or GP reach OMNI FINANCIAL LLC?

No publicly listed contact information — phone, email, or address — exists for OMNI FINANCIAL LLC. The firm does not appear in any professional networks or business databases.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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