Omniquest Capital, LLC (Los Angeles)

Name: Omniquest Capital, LLC
Address: 1801 Century Park East, Los Angeles, CA, 90067
Telephone: 310-801-2408

Omniquest Capital, LLC is a large advisory firm based in Los Angeles. It manages $102.72 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.

Omniquest Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Omniquest Capital: assets under management

The assets under management (AUM) of Omniquest Capital, LLC is $102.72 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 642% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $102.72 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $102.72 million each.

Omniquest Capital has custody of $102.72 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Omniquest Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Omniquest Capital serves?

The only and largest group of clients of Omniquest Capital is pooled investment vehicles with 1 clients and $102.72 million of assets under management. Among the 9 most similar advisory firms, Omniquest Capital has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $102.72 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Omniquest Capital also advises several private funds. Namely, one other private fund. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Omniquest Capital, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Eloise Yellen Clark	Principal	1 Aug 2002	50% - 75%	1414547
Daniel Emanuel Kaypaghian	Principal	1 Aug 2002	50% - 75%	2564742
Llc Erv	Passive owner	1 Jul 2003	Other	20-0999064
Richard Bruce Goldstein	Passive owner	1 Jul 2003	Other	851676
Eloise Yellen Clark	Managing member/chief compliance officer	1 Oct 2005	75% - 100%	1414547

Based in Los Angeles

The principal office where Omniquest Capital, LLC performs its advisory services is located at 1801 Century Park East, Los Angeles, CA 90067 The mailing address of the firm is 9830 Melinda Drive, Beverly Hills, CA 90210. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-801-2408 or by fax N/A. The normal business hours are 8 a.m. to 4 p.m. on Monday - Friday. You can find more information about the New York firm at omniquestcapital.com.