RIA Intelligence

IOMNIVEST LLC

CRD #290196 SEC #801-111955 AUSTIN, TX 512 345 2545
SEC Registered
Total AUM
$183.4K
Discretionary
$183.4K
Employees
2
Clients
--
Accounts
3

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 25, 2019
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DOWNS II, HASKELL, EDWARDICHIEF COMPLIANCE OFFICERNA Control
DOWNS II, HASKELL, EDWARDICHIEF COMPLIANCE OFFICERNA Control
DOWNS II, HASKELL, EDWARDICHIEF COMPLIANCE OFFICERNA Control
DOWNS II, HASKELL, EDWARDICHIEF COMPLIANCE OFFICERNA Control
OMNIVEST INSTITUTIONAL LLCDEMEMBERE Control
OMNIVEST INSTITUTIONAL LLCDEMEMBERE Control
OMNIVEST INSTITUTIONAL LLCDEMEMBERE Control
OMNIVEST INSTITUTIONAL LLCDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
DOWNS II, HASKELL, EDWARDIOMNIVEST INSTITUTIONAL LLCC Control
DOWNS II, HASKELL, EDWARDIOMNIVEST INSTITUTIONAL LLCC Control
DOWNS II, HASKELL, EDWARDIOMNIVEST INSTITUTIONAL LLCC Control
DOWNS II, HASKELL, EDWARDIOMNIVEST INSTITUTIONAL LLCC Control
VISTA AZUL HOLDINGS LLCDEOMNIVEST INSTITUTIONAL LLCC Control
VISTA AZUL HOLDINGS LLCDEOMNIVEST INSTITUTIONAL LLCC Control
VISTA AZUL HOLDINGS LLCDEOMNIVEST INSTITUTIONAL LLCC Control
VISTA AZUL HOLDINGS LLCDEOMNIVEST INSTITUTIONAL LLCC Control

Registrations

Federal

IA
Feb 25, 2019 REGISTERED

Notice Filings (1)

TX

Address

9111 JOLLYVILLE RD
STE 275
AUSTIN, TX 78759
United States
Phone: 512 345 2545