Investment adviser · CRD 141057

OMNIVEST GROUP LLC

Investment adviser filing (IA)

PRINCETON, NJ, United States · Form ADV filed Mar 14, 2013

Regulatory AUM
$108M
Form ADV · Item 5.F
Client accounts
16
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 14, 2013. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Fixed

Principal office

344 NASSAU STREET, SUITE 101
PRINCETON, NJ, 08540, United States

CRD 141057

Filing source

Form ADV 713982 · Mar 14, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.