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OMEGA FUND MANAGEMENT, LLC

BOSTON, MA · CRD 157753 · IAPD ↗ · omegafunds.com · 617-502-6530

$1.71BRegulatory AUM
8Advisory reps
21Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — OMEGA FUND MANAGEMENT, LLC shrank from 11 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — OMEGA FUND MANAGEMENT, LLC now reports custody of client assets ($949.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.