OMNIVEST GROUP LLC
CRD #141057 SEC #801-66936 PRINCETON, NJ 609-986-1001
SEC Registered
Total AUM
$108.3M
Discretionary
$0
Employees
6
Clients
0
Accounts
16
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANDRON, ALEXANDER, DIMITRI | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| ANDRON, ALEXANDER, DIMITRI | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| ANDRON, ALEXANDER, DIMITRI | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| ANDRON, ALEXANDER, DIMITRI | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| ANDRON, ALEXANDER, DIMITRI | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| ANDRON, ALEXANDER, DIMITRI | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| ANDRON, ALEXANDER, DIMITRI | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| ANDRON, ALEXANDER, DIMITRI | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| ANDRON, ALEXANDER, DIMITRI | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| ANDRON, ALEXANDER, DIMITRI | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| ANDRON, ALEXANDER, DIMITRI | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| ANDRON, ALEXANDER, DIMITRI | I | DIRECTOR OF INVESTMENT STRATEGY | NA | Control |
| BESSELAAR, GERRIT, F. | I | MANAGING DIRECTOR | NA | Control |
| HENDERSON, CHRISTOPHER, J | I | CEO | NA | Control |
| HENDERSON, CHRISTOPHER, J | I | CEO | NA | Control |
| HENDERSON, CHRISTOPHER, J | I | CEO | NA | Control |
| HENDERSON, CHRISTOPHER, J | I | CEO | NA | Control |
| HENDERSON, CHRISTOPHER, J | I | CEO | NA | Control |
| MORTEN, CHARLES, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORTEN, CHARLES, WILLIAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORTEN, CHARLES, WILLIAM | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| MORTEN, CHARLES, WILLIAM | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| MORTEN, CHARLES, WILLIAM | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | NA | Control |
| CBF ADVISORS, LLC | DE | OWNER | E | Control |
| CBF ADVISORS, LLC | DE | OWNER | E | Control |
| CBF ADVISORS, LLC | DE | OWNER | E | Control |
| CBF ADVISORS, LLC | DE | OWNER | E | Control |
| CBF ADVISORS, LLC | DE | OWNER | E | Control |
| HENDERSON, CHRISTOPHER, JOHN | I | CEO | C | Control |
| HENDERSON, CHRISTOPHER, JOHN | I | CEO | C | Control |
| HENDERSON, CHRISTOPHER, JOHN | I | CEO | C | Control |
| SOWANICK, THOMAS, JOHN | I | CO-PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| SOWANICK, THOMAS, JOHN | I | CO-PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| SOWANICK, THOMAS, JOHN | I | CO-PRESIDENT & CHIEF INVESTMENT OFFICER | C | Control |
| BESSELAAR, GERRIT, F. | I | CO-PRESIDENT | B | Control |
| BESSELAAR, GERRIT, F. | I | CO-PRESIDENT | B | Control |
| BESSELAAR, GERRIT, F. | I | CO-PRESIDENT | B | Control |
| BESSELAAR, GERRIT, F. | I | MANAGING DIRECTOR | B | Control |
| BESSELAAR, GERRIT, F. | I | MANAGING DIRECTOR | B | Control |
| BESSELAAR, GERRIT, F. | I | CO-PRESIDENT | B | Control |
| BESSELAAR, GERRIT, F. | I | CO-PRESIDENT | B | Control |
| BESSELAAR, GERRIT, F. | I | CO-PRESIDENT | B | Control |
| BESSELAAR, GERRIT, F. | I | CO-PRESIDENT | B | Control |
| BESSELAAR, GERRIT, F. | I | CO-PRESIDENT | B | Control |
| HENDERSON, CHRISTOPHER, JOHN | I | CHAIRMAN | B | Control |
| HENDERSON, CHRISTOPHER, JOHN | I | CHAIRMAN | B | Control |
| HENDERSON, CHRISTOPHER, JOHN | I | CHAIRMAN | B | Control |
| HENDERSON, CHRISTOPHER, JOHN | I | CHAIRMAN | B | Control |
| MORTEN, CHARLES, WILLIAM | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | B | Control |
| MORTEN, CHARLES, WILLIAM | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | B | Control |
| MORTEN, CHARLES, WILLIAM | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | B | Control |
| SOWANICK, THOMAS, JOHN | I | CO-PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| SOWANICK, THOMAS, JOHN | I | CO-PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| SOWANICK, THOMAS, JOHN | I | CO-PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| SOWANICK, THOMAS, JOHN | I | CO-PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| SOWANICK, THOMAS, JOHN | I | CO-PRESIDENT & CHIEF INVESTMENT OFFICER | B | Control |
| MORTEN, CHARLES, WILLIAM | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | A | Control |
| MORTEN, CHARLES, WILLIAM | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | A | Control |
| MORTEN, CHARLES, WILLIAM | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | A | Control |
| MORTEN, CHARLES, WILLIAM | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | A | Control |
| MORTEN, CHARLES, WILLIAM | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | A | Control |
| MORTEN, CHARLES, WILLIAM | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | A | Control |
| MORTEN, CHARLES, WILLIAM | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | A | Control |
| SOWANICK, THOMAS, JOHN | I | CHIEF INVESTMENT OFFICER | A | Control |
| SOWANICK, THOMAS, JOHN | I | CHIEF INVESTMENT OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CLEARBROOK FINANCIAL, LLC | DE | CBF ADVISORS, LLC | E | Control |
| CLEARBROOK FINANCIAL, LLC | DE | CBF ADVISORS, LLC | E | Control |
| CLEARBROOK FINANCIAL, LLC | DE | CBF ADVISORS, LLC | E | Control |
| CLEARBROOK FINANCIAL, LLC | DE | CBF ADVISORS, LLC | E | Control |
| CLEARBROOK FINANCIAL, LLC | DE | CBF ADVISORS, LLC | E | Control |
| CLEARBROOK CAPITAL, LLC | DE | CLEARBROOK FINANCIAL, LLC | D | Control |
| CLEARBROOK CAPITAL, LLC | DE | CLEARBROOK FINANCIAL, LLC | D | Control |
| CLEARBROOK CAPITAL, LLC | DE | CLEARBROOK FINANCIAL, LLC | D | Control |
| CLEARBROOK CAPITAL, LLC | DE | CLEARBROOK FINANCIAL, LLC | D | Control |
| CLEARBROOK CAPITAL, LLC | DE | CLEARBROOK FINANCIAL, LLC | D | Control |
| GODFREY, BRUCE, CHARLES | I | CLEARBROOK CAPITAL, LLC | C | Control |
| GODFREY, BRUCE, CHARLES | I | CLEARBROOK CAPITAL, LLC | C | Control |
| GODFREY, BRUCE, CHARLES | I | CLEARBROOK CAPITAL, LLC | C | Control |
| GODFREY, BRUCE, CHARLES | I | CLEARBROOK CAPITAL, LLC | C | Control |
| GODFREY, BRUCE, CHARLES | I | CLEARBROOK CAPITAL, LLC | C | Control |
| MORRIS, JOHN, LOGAN | I | CLEARBROOK CAPITAL, LLC | C | Control |
| MORRIS, JOHN, LOGAN | I | CLEARBROOK CAPITAL, LLC | C | Control |
| MORRIS, JOHN, LOGAN | I | CLEARBROOK CAPITAL, LLC | C | Control |
| MORRIS, JOHN, LOGAN | I | CLEARBROOK CAPITAL, LLC | C | Control |
| MORRIS, JOHN, LOGAN | I | CLEARBROOK CAPITAL, LLC | C | Control |
Registrations
Federal
IA
Mar 14, 2013 REGISTERED
Notice Filings (1)
NJ
Address
344 NASSAU STREETSUITE 101
PRINCETON, NJ 08540
United States
Phone: 609-986-1001