Updated:
Omnivest
Omnivest was established in 2014 by President Frits Besselaar as an independent registered investment advisory firm based in Princeton, New Jersey.
Omnivest
Omnivest was established in 2014 by President Frits Besselaar as an independent registered investment advisory firm based in Princeton, New Jersey. The firm serves high-net-worth individuals and families, trusts, estates, charitable organizations, and corporations on a global basis. Its stated aim is to provide a customized financial advisory experience benchmarked to client goals rather than market indices. The firm structures its advice around three broad asset classes: fixed income, public equities, and alternative investments. Client engagements can be holistic across the entire portfolio or focus on an individual mandate, such as a sole allocation to alternatives. The advisory practice does not publicly disclose its total assets under management or detail specific portfolio holdings. The firm's geographic footprint extends beyond the United States, serving clients internationally from its single office in Princeton. The team is led by President Frits Besselaar. The firm has not published additional information on its number of professionals, any ancillary offices, or affiliated vehicles such as a philanthropic foundation. No notable operational events from the last 24 months could be verified through public records. Omnivest operates as an independent advisory firm rather than a multi-family office or fund manager. This structure separates the advice from the product, with the firm stating its recommendations are offered with only best practices in mind. The minimum engagement size of $500,000 shapes a client base of established high-net-worth individuals and families.
General information
Firm type
Bank / Wealth / Trust
Year founded
2014
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Casper
Corporate office
Princeton, NJ, United States
Principals
Frits Besselaar
President
Sector focus
Frequently asked questions
Who runs investment decisions at Omnivest?
The firm is led by its founder and President, Frits Besselaar. As the firm does not publicly detail its organizational structure beyond this role, the extent of delegation or presence of a dedicated chief investment officer is not disclosed.
What is Omnivest's minimum client engagement size?
Omnivest states on its website that client engagements begin at $500,000. This threshold tends to screen for established high-net-worth individuals and families rather than mass-affluent retail clients.
Does Omnivest participate in fund commitments or only direct mandates?
The firm offers advisory services on a holistic basis or through individual mandates covering fixed income, equities, or alternative investments. The exact vehicle types are not disclosed, but the structure allows for both broad portfolio construction and concentrated allocations.
Is Omnivest structured as a single family office or a multi-family office?
Omnivest is structured as an independent registered investment advisory firm, not a single or multi-family office. It serves a broader client base that includes individuals, trusts, estates, charitable organizations, and corporations.
How is Omnivest compensated, and does it earn commissions?
As a registered investment advisory firm, Omnivest likely operates under a fee-based model, but it has not publicly disclosed its specific fee schedule or whether it accepts any commission-based compensation.
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