Clients
Omers Infrastructure US Limited serves 12 clients. The average client has about $1.49 billion with the firm.
- Pooled investment vehicles12 clients48%
- Pension and profit-sharing plans52%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 12 | $8,480,695,760 | 47.6% | $706.7M |
| Pension and profit-sharing plans | Not reported | $9,348,547,768 | 52.4% | — |
| Total | 12 | $17,829,243,528 | 100% | $1.49B |
- Clients
- 12
- Regulatory AUM
- $8,480,695,760
- Share
- 47.6%
- Avg. per client
- $706.7M
- Clients
- Not reported
- Regulatory AUM
- $9,348,547,768
- Share
- 52.4%
- Avg. per client
- —
Total
- Clients
- 12
- Regulatory AUM
- $17,829,243,528
- Share
- 100%
- Avg. per client
- $1.49B
What it does
Omers Infrastructure US Limited provides portfolio management for pooled vehicles and other activities. It is paid through a percentage of assets, performance-based fees and other arrangements.
Omers Infrastructure US Limited advises 3 private funds.
0.0% of assets ($0 across 0 accounts) are managed with discretion; $17.83B across 13 accounts are not. 85% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
What the accounts hold
- Stocks95%
- Other5%
- Refers to shareholder loans5%
Custodians
Omers Infrastructure US Limited has custody of $8.48B for 12 clients.
- All other custodians$17.83B100%
Ownership and leadership
Omers Infrastructure Management Inc. owns 75% or more of Omers Infrastructure US Limited.
- Owns 75% or more of Omers Infrastructure US Limited
Omers Infrastructure Management Inc.
Control person · since September 2011
- Owns 75% or more of Omers Infrastructure Management Inc.
Omers Capital Corporation
Control person · since July 2001
- Owns 75% or more of Omers Capital Corporation
BPC Properties LTD.
Control person · since February 2004
- Owns 50% to 75% of BPC Properties LTD.
BPC Real Estate Holdings Trust
Control person · since October 2001
Borealis Holdings Trust Management Inc.
Trustee · Control person · since August 2001
- Owns 25% to 50% of Borealis Holdings Trust Management Inc.
Christopher Cawston
Control person · since March 2021
- Owns 25% to 50% of Borealis Holdings Trust Management Inc.
James Hall
Control person · since March 2021
- Owns 25% to 50% of Borealis Holdings Trust Management Inc.
Gerard McGrath
Control person · since January 2001
- Owns 25% to 50% of Borealis Holdings Trust Management Inc.
Robert Rosehart
Control person · since March 2007
- Owns 25% to 50% of BPC Properties LTD.
Omers Administration Corporation
Control person · since October 2001
Leadership
- Irini KalamakisSenior Managing Director, Global Head of Strategic Partnerships, and President and Director, Oius
- Katharine OstrowChief Compliance Officer
- Peter GraySenior Managing Director, Head of Americas, and Director, Oius
- Jenine KrauseSenior Managing Director
- Luca LupoSenior Managing Director
- Blair McKechnieManaging Director, Legal, Secretary, and Director, Oius
- Bruce SchleinDirector, Head of Sustainable Investing
Staff
- 138 employees
- 106 in advisory functions
Fees
Omers Infrastructure US Limited is paid through a percentage of assets under management, performance-based fees and other.
Omers Infrastructure US Limited’s fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Omers Infrastructure US Limited has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 50 Hudson Yards, 73rd Floor, New YorkHQ
Other business names
Omers Infrastructure US Limited has reported 1 other business name to the SEC.
- Omers Infrastructure, Omers Infrastructure US, Borealis, Borealis Infrastructure, and Borealis Infrastructure US
Registration details
- Legal name
- Omers Infrastructure US Limited
- Headquarters
- 50 Hudson Yards, 73rd Floor, New York, NY 10001
- Phone
- 646-376-3100
- Website
- www.omersinfrastructure.com
- SEC file
- 801-79360
- Structure
- Delaware corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Omers Infrastructure US Limited have?
Omers Infrastructure US Limited has 12 clients and manages $17.8 billion for them, as of April 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 April 2026
What services does Omers Infrastructure US Limited offer?
Omers Infrastructure US Limited provides portfolio management for pooled vehicles and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Omers Infrastructure US Limited have?
Omers Infrastructure US Limited has 0 investment adviser representatives registered with state securities authorities, out of 138 employees, and 106 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Omers Infrastructure US Limited invest in?
At the end of its last fiscal year, Omers Infrastructure US Limited’s separately managed accounts held 95% non-exchange-traded equities and 5% refers to shareholder loans. It advises 3 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Omers Infrastructure US Limited?
Omers Infrastructure US Limited is owned through a chain of holding companies by Omers Administration Corporation, Christopher Cawston, James Hall, Gerard McGrath and Robert Rosehart. Its direct owner is Omers Infrastructure Management Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 April 2026
How does Omers Infrastructure US Limited get paid?
Omers Infrastructure US Limited is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file