Omt Capital Management, LLC is a large advisory firm based in San Francisco. It manages $150.02 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Omt Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Omt Capital Management, LLC is $150.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 149% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Omt Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas David Henwood has served as the Chief Investment Officer since 1 May 1998. Paul Sagara joined the executive team most recently as the Chief Operations Officer, Chief Compliance Officer & Sr Analyst.
The principal office where Omt Capital Management, LLC performs its advisory services is located at 555 Montgomery St, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-296-8100 or by fax 415-296-8144. The normal business hours are 6:00 a.m. - 3:30 p.m. on Monday - Friday. You can find more information about the New York firm at omtcapital.com.