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OMNI BRIDGEWAY MANAGEMENT (USA) LLC

NEW YORK, NY · CRD 298001 · IAPD ↗ · 212-488-5331

$2.46BRegulatory AUM
16Advisory reps
22Employees
0Clients
n/aPlanning clients
14Private funds
4States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
December 2025 — OMNI BRIDGEWAY MANAGEMENT (USA) LLC shrank from 31 to 16 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
October 2024 — OMNI BRIDGEWAY MANAGEMENT (USA) LLC crossed $1B in regulatory AUM ($882.8M -> $1.95B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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