Wanger Omniwealth Ltd

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Assets, Funds, Holdings

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Wanger Omniwealth Ltd
CRD #150817
SEC #801-70781
CIK #
AUM
Employees
Phone312-245-8000
Address401 N Michigan Avenue
Chicago, IL 60611
Source [IAPD] [Website]
Total AUM ($M)
3502802101407002008201320192025
Type Form D Funds Date Sold AUM
Other Wanger Alternative Fixed Income Access Fund LP [2012-03-30] 14.1 M 12.1 M
Filed 2012-08-16 (D/A) · Exemption 506 · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets $5,000,001 - $25,000,000
Other Wanger Helios Investment Partners LP [2012-03-30] 5.1 M 4.0 M
Offered $22,500,000 · Filed 2012-02-15 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining $17,425,000 · Duration One year or less · Net Assets $5,000,001 - $25,000,000
Other Wanger Income and Growth Fund LP [2012-03-30] 2.5 M 7.2 M
Filed 2012-03-09 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $40,000 · Remaining Indefinite · Duration More than one year · Net Assets $5,000,001 - $25,000,000
AUM Breakdown Accounts AUM ($M)
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 0 0.0
(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 44 180.0
By Discretionary
Discretionary 40 150.0
Non-Discretionary 4 30.0
Total 44 180.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 180.0
Total 44 180.0
Form D Directors Role # Filings # Firms 2011 - 2026
Don Scott Executive Officer 9 3
Eric Wanger Executive Officer 4 2
Wanger Investment Management Inc Executive Officer 2 1
Wanger Helios Investment Partners GP LLC Executive Officer 1 1
Wanger Omniwealth LLC NA Executive Officer 1 1
Wow Alternative Fixed Income Access Fund GP LLC NA Executive Officer 1 1
Wanger Income and Growth GP LLC Director 1 1
Irene Moy Executive Officer 1 1
Wanger Investment Management Inc NA Executive Officer 1 1
Milton Balbuena Executive Officer 1 1
View All
Firm Profile (Form ADV)
Discretionary AUM$0.3B
ServesInstitutional, Retail
Fund TypesHedge Fund
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