{"url":"https://nivawealth.com/firms/omers-infrastructure-us-limited-170309","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/170309","regulatoryAum":17829243528,"crd":"170309","secFileNumber":"801-79360","legalName":"Omers Infrastructure US Limited","displayName":"Omers Infrastructure US Limited","website":"http://www.omersinfrastructure.com","linkedinUrl":"https://www.linkedin.com/company/borealis-infrastructure/about/","founded":null,"organization":"Delaware corporation","fiscalYearEnd":"December","headquarters":{"street":"50 Hudson Yards, 73rd Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10001"},"tradeNames":["Omers Infrastructure, Omers Infrastructure US, Borealis, Borealis Infrastructure, and Borealis Infrastructure US"],"registration":{"secApproved":"21 April 2014","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":138,"advisory":106,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":17829243528,"nonDiscretionaryAccounts":13,"wrapProgram":null,"nonUsClientsPct":85,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":12,"regulatoryAum":8480695760},{"label":"Pension and profit-sharing plans","clients":null,"regulatoryAum":9348547768}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Omers Infrastructure US Limited has custody of $8.48B for 12 clients.","otherCustodians":[],"leadership":[{"name":"Irini Kalamakis","title":"Senior Managing Director, Global Head of Strategic Partnerships, and President and Director, Oius","crd":"7716692"},{"name":"Katharine Ostrow","title":"Chief Compliance Officer","crd":"5803267"},{"name":"Peter Gray","title":"Senior Managing Director, Head of Americas, and Director, Oius","crd":"7418516"},{"name":"Jenine Krause","title":"Senior Managing Director","crd":"8244090"},{"name":"Luca Lupo","title":"Senior Managing Director","crd":"8259926"},{"name":"Blair McKechnie","title":"Managing Director, Legal, Secretary, and Director, Oius","crd":"7003273"},{"name":"Bruce Schlein","title":"Director, Head of Sustainable Investing","crd":"6072480"}],"ownership":[{"label":"Omers Infrastructure Management Inc.","detail":"Shareholder in the 75% or more ownership band and a control person, since September 2011."},{"label":"Omers Administration Corporation","detail":"Indirect owner: a shareholder of BPC Properties LTD. in the 25% to 50% band and a control person, since October 2001.","parent":"BPC Properties LTD."},{"label":"BPC Properties LTD.","detail":"Indirect owner: a shareholder of Omers Capital Corporation in the 75% or more band and a control person, since February 2004.","parent":"Omers Capital Corporation"},{"label":"Omers Capital Corporation","detail":"Indirect owner: a shareholder of Omers Infrastructure Management Inc. in the 75% or more band and a control person, since July 2001.","parent":"Omers Infrastructure Management Inc."},{"label":"BPC Real Estate Holdings Trust","detail":"Indirect owner: a shareholder of BPC Properties LTD. in the 50% to 75% band and a control person, since October 2001.","parent":"BPC Properties LTD."},{"label":"Borealis Holdings Trust Management Inc.","detail":"Indirect owner: trustee of BPC Real Estate Holdings Trust and a control person, since August 2001.","parent":"BPC Real Estate Holdings Trust"},{"label":"Christopher Cawston","detail":"Indirect owner: a shareholder of Borealis Holdings Trust Management Inc. in the 25% to 50% band and a control person, since March 2021.","parent":"Borealis Holdings Trust Management Inc."},{"label":"James Hall","detail":"Indirect owner: a shareholder of Borealis Holdings Trust Management Inc. in the 25% to 50% band and a control person, since March 2021.","parent":"Borealis Holdings Trust Management Inc."},{"label":"Gerard McGrath","detail":"Indirect owner: a shareholder of Borealis Holdings Trust Management Inc. in the 25% to 50% band and a control person, since January 2001.","parent":"Borealis Holdings Trust Management Inc."},{"label":"Robert Rosehart","detail":"Indirect owner: a shareholder of Borealis Holdings Trust Management Inc. in the 25% to 50% band and a control person, since March 2007.","parent":"Borealis Holdings Trust Management Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"New York","offices":1,"addresses":[{"street":"50 Hudson Yards, 73rd Floor","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"646-376-3100","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Other"],"financialPlanningClients":null,"assetMix":[{"label":"Non-exchange-traded equity securities","percent":95},{"label":"Other","percent":5,"detail":"Refers to Shareholder Loans"}],"privateFunds":3},"sources":{"adv1FilingDate":"27 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/170309/PDF/170309.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Omers Infrastructure US Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Omers Infrastructure US Limited offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Omers Infrastructure US Limited have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Omers Infrastructure US Limited invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Omers Infrastructure US Limited?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Omers Infrastructure US Limited get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}