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Omega Fund Management (Us) Inc. (Boston)


Omega Fund Management (Us) Inc. is a large advisory firm based in Boston. It manages $881.71 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.

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Omega Fund Management (Us) provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Omega Fund Management (Us): assets under management

The assets under management (AUM) of Omega Fund Management (Us) Inc. is $881.71 million. The firm's AUM has grown by 331% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $877.09 million in discretionary accounts and $4.63 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $175.42 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.63 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Omega Fund Management (Us) Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Sigma Holding Limited Shareholder 1 Nov 2004 75% - 100% foreign
Otello Stampacchia Shareholder 1 Nov 2004 75% - 100% 6023432

Based in Boston

The principal office where Omega Fund Management (Us) Inc. performs its advisory services is located at 185 Dartmouth Street, Boston, MA 02116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-502-6530 or by fax 617-421-8664. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at omegafunds.net/.


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