SourcingSourcing

OMERS INFRASTRUCTURE US LIMITED

C27
CRD 170309·SEC 801-79360·NEW YORK, NY
AUM
$17.83B
$1B+
Est. Revenue
$178.3M
@ 1% on AUM
Est. EBITDA
$53.5M
@ 30% margin
Est. Deal Value
$427.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OMERS INFRASTRUCTURE US LIMITED
CRD
170309
SEC file #
801-79360
EIN
—
DBA names
Omers Infrastructure And Omers Infrastructure Us

Economics

AUM
$17.83B
AUM band
$1B+
AUM trajectory
'20'26
$7.93B → $17.83B▲ +125%
Client mix
Pooled Investment Vehicles12

Operations

Employees (total)
138
Advisory staff (per ADV)
106
Advisory staff (5-yr trend)
'20'26
142 advisors → 106 advisors▼ -25%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
04/27/2026
ADV-W filed at
—
Website
omersinfrastructure.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OMERS INFRASTRUCTURE
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
7
Control Persons
OMERS INFRASTRUCTURE
Gray, Peter, David
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
OMERSINFRASTRUCTURE.COM
Rdap Domain Creation Date
2017-10-11T20:54:27Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
easyDNS Technologies Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Wells Fargo4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-11T20:54:27Z
Rdap Domain Last Changed
2025-06-11T19:00:52Z
Rdap Nameservers
Dns1.easydns.comDns2.easydns.netDns3.easydns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (6)

6
Gray, Peter, David
Executive Officer · 2.5%
7418516
KALAMAKIS, IRINI
Executive Officer · 2.5%
7716692
Lupo, Luca
Executive Officer · 2.5%
8259926
MCKECHNIE, BLAIR, FRANCES
Executive Officer · 2.5%
7003273
OSTROW, KATHARINE, L
Executive Officer · 2.5%
5803267
SCHLEIN, BRUCE, S
Executive Officer · 2.5%
6072480