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OMNI BRIDGEWAY MANAGEMENT (USA) LLC
CRD 298001File 801-113996
APPROVED
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.46B
Top 25% of cohort (national)
Discretionary AUM
$2.46B
Clients
34
34 accounts
Employees
22
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 17, 2018
- Principal office
- 437 MADISON AVENUE, 36TH FLOOR, NEW YORK, NY, 10022
- Phone
- 212-488-5331
- Website
- https://omnibridgeway.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.46B
- Discretionary AUM
- $2.46B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 34
- Non-discretionary accounts
- 0
- Total accounts
- 34
- AUM per client
- $72.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 5 | $295.3M |
| Charitable organizations | Fewer than 5 | $96.8M |
| Pooled investment vehicles | 28 | $2.07B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Sep 26, 2026 | Employees | 26 | 22 | decreased by4 |
| Sep 26, 2026 | Clients | 22 | 34 | increased by12 |
| Sep 26, 2026 | AUM | $2,149,567,557 | $2,464,997,900 | increased by$315,430,343 |
| Sep 26, 2026 | Accounts | 22 | 34 | increased by12 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 40 | 26 | decreased by14 |
| Dec 1, 2025 vs May 1, 2025 | Custody | Yes | No | |
| Dec 1, 2025 vs May 1, 2025 | Clients | 21 | 22 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,951,446,817 | $2,149,567,557 | increased by$198,120,740 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 21 | 22 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 47 | 40 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7 | 21 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $835,224,731 | $1,951,446,817 | increased by$1,116,222,086 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 7 | 21 | increased by14 |
| Oct 1, 2022 | Employees | 25 | 47 | increased by22 |
| Oct 1, 2022 | AUM | $871,429,207 | $835,224,731 | decreased by$36,204,476 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OMNI BRIDGEWAY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OMNI BRIDGEWAY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.