Updated:
OMNI INVESTMENT SOLUTIONS
OMNI INVESTMENT SOLUTIONS LLC is an SEC-registered investment adviser in MESA, AZ. The firm manages approximately $3 million in regulatory assets.
OMNI INVESTMENT SOLUTIONS
OMNI INVESTMENT SOLUTIONS LLC is an SEC-registered investment adviser in MESA, AZ. The firm manages approximately $3 million in regulatory assets. It has 3 employees and 1 investment adviser.
General information
Firm type
Single Family Office
Frequently asked questions
Is OMNI INVESTMENT SOLUTIONS still an active entity?
Without a public website, regulatory filings, or recent press mentions, its current operational status is unverifiable. Many single-family offices adopt this posture permanently, while others are deliberately wound down or merged without public notice. Any conclusion about its active status would be speculative absent a direct confirmation from the principals.
What does the name 'OMNI INVESTMENT SOLUTIONS' suggest about its mandate?
The term 'Omni' implies a comprehensive or universal approach, common among family offices that construct a total balance sheet rather than specialize in a single asset class. In practice, this could mean an internal team managing public equities, selecting external managers, and pursuing direct private investments across diverse sectors and geographies.
How can I reliably identify OMNI INVESTMENT SOLUTIONS for compliance or due diligence?
Given the absence of a public digital footprint, standard search procedures are unlikely to yield useful results. Verification would require access to private databases of Secretary of State filings, a known principal's name for cross-referencing, or a direct introduction through a known intermediary. A LexisNexis or Westlaw search for the exact legal name 'OMNI INVESTMENT SOLUTIONS LLC' may surface articles of organization in its state of domicile.
Does OMNI INVESTMENT SOLUTIONS take outside capital?
There is no public evidence it operates as anything other than a single-family office. Family offices using 'Solutions' in their legal name rarely manage third-party capital, and no Form ADV or offering document is publicly associated with the entity, suggesting no marketing to external investors.
Could OMNI INVESTMENT SOLUTIONS be a feeder fund or a holding company rather than a family office?
The structure is ambiguous without internal documentation. 'LLC' suggests a pass-through entity, common for both holding companies and family offices. The word 'Solutions' is less typical for a pure holding company, leaning more toward an active management entity, but no investment track record is available to confirm this.
Profile maintained by Altss 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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: