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- Omega Advisors Inc. SEC Registration
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Omega Advisors Inc. SEC Registration
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Advisorinfo.sec.gov website is down
The maximum fee for each client was listed on a fee schedule attached to the Investment Advisory Agreement executed by Respondent and the client. Two fee increases were implemented during the 2012 – 2015 time period. The first was in September 2012. Anderson sent a letter to River Source firm client stating that the maximum annual fee would be increased from 1. 0% to 1. 25% for clients with less than $1 million in assets under management – most of the firm clients. The increase was disclosed in Form ADV Part 2A, dated March 17, 2015. The second fee increase was in December 2015. Anderson sent a letter notifying clients that the maximum fee would be increased from 1. 25% to 1. 5%, effective January 1, 2016. This time the fee change was not reported in the Adviser's filings. Each representation regarding a fee increase was incorrect. In 2015 River Source charged most clients an advisory fee that exceeded the 1. 25% stated in Respondent's letter. In total the adviser received about $650, 000 in advisory fees for 2015, of which $185, 816 were overcharges.
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Omega Advisors Inc. is a investment advisor regulated by the U. S. Security and Exchange Commission and incorporated in the state of Delaware. For financial reporting, their fiscal year ends on December 31st. This page includes all SEC registration details as well as a list of all documents (S-1, Prospectus, Current Reports, 8-K, 10K, Annual Reports) filed by Omega Advisors Inc..
This enables us to add value to any engagement, from development to management. It also qualifies us to offer proven guidance and solutions across all sectors regardless of geography. We are loyal to clients and partners, and committed to excellence. Our focus for every project is to cultivate a long-term relationship built on trust. We achieve this by being attentive, flexible and reliable from the start to the finish of every project.