OMNI Partners US LLC

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OMNI Partners US LLC
CRD #284118
SEC #801-108128
CIK #0001576497, 0001800081
AUM
Employees 4 (75% Investors, 0% Brokers)
Fees
Minimum
Phone949-485-3680
AddressSuite 830
Irvine, CA 92612
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.02009201420192025
Fees and Compensation — Form ADV Part 2A (3/31/2021) [Brochure]
ITEM 5. FEES AND COMPENSATION

    a) Private Funds Fees

Omni US receives a proportion of the net profits resulting from managing the Event strategy for Clients.
This is calculated as the management fee (“Management Fee”) plus the performance fee (“Performance
Fee”) minus all associated costs. Different share classes within the Private Funds or between Clients can

have materially different terms, including terms regarding fees charged, minimum subscription,
withdrawal or redemption rights and investment options.

   b) Fee deductions

The Management Fee is deducted monthly for the respective Client and is generally, based on the net
assets as of the last business day of the immediately preceding month adjusted for the current month's
subscriptions and redemptions, or based on the value of the assets invested. Generally, the Performance
Fee calculation is based on the capital appreciation of the Clients’ assets under management.

The calculation methodologies for Management Fees and Performance Fees are set out in the relevant
offering documents for each Client.

Omni charges Management Fees and Performance Fees to Managed Accounts in much the same way it
does to Private Funds. These fees may, however, be negotiated depending on the account size, the total
investment by any individual investor across multiple products, the aggregate investment by related
accounts, the complexity of any additional guidelines provided by the Client and other discretionary
factors.

   c) Other Expenses

Clients are responsible for and incur other fees or expenses separately and apart from the Management
Fees and Performance Fees. These expenses typically include custodian fees, brokerage services,
administration and other transaction fees.

   d) Advanced Fees

Clients do not pay any Performance Fees in advance.

   e) Other Compensation

Neither Omni nor any of its officers, directors or employees accept additional compensation for the sale
of securities or other services or other investment services or products.
Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2021) [Brochure]
ITEM 7. TYPES OF CLIENTS

Omni provides discretionary investment services to Private Funds, all of which are exempt from the
definition of an investment company under the Investment Company Act of 1940.

Omni also provides Managed Account services to certain investors. The minimum dollar amount of assets
ordinarily required for the establishment of a separately managed account is $50,000,000. Smaller
accounts may be accepted on an accommodation basis or when it is deemed likely that the minimum
dollar size will be achieved within a reasonable period of time.
Sector Form 13F Holdings Value ($B)
II-VI Inc 0.0
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($B)
3.02.41.81.20.60.02013201620192022
Type Form D Funds Date Sold AUM
HF Titan Ovent Ltd 2019-04-01 68.0 M
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 9 2.1
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 9 2.1
By Discretionary
Discretionary 9 2.1
Non-Discretionary 0 0.0
Total 9 2.1
By Non-United States Persons
Non-United States Persons 2.1
United States Persons 0.0
Total 9 2.1
EDGAR Form CIK 2011 - 2026
13F-HR [0001576497]
SC 13G [0001576497]
13F-HR [0001800081]
Form 13D/13G Filer Form 13D/13G Subject Filed
OMNI Partners LLP OMNI Partners LLP [2021-06-11]
OMNI Partners LLP OMNI Partners LLP [2021-03-11]
OMNI Partners LLP OMNI Partners LLP [2021-02-17]
OMNI Partners LLP OMNI Partners LLP [2021-02-17]
OMNI Partners LLP OMNI Partners LLP [2021-02-16]
OMNI Partners LLP Graf Industrial Corp [2020-02-14]
OMNI Partners LLP Trine Acquisition Corp [2020-02-14]
OMNI Partners LLP Schultze Special Purpose Acquisition Corp [2020-02-14]
OMNI Partners LLP Schultze Special Purpose Acquisition Corp [2019-02-13]
OMNI Partners LLP Graf Industrial Corp [2019-02-13]
Firm Profile (Form ADV)
Discretionary AUM$0.3B
ServesInstitutional
Fund TypesHedge Fund
LEI2549003MI6AX040MAS12
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