Omni Bridgeway Management (usa) LLC

Omni Bridgeway Management (USA) LLC and Omni Bridgeway (Cayman) Limited are investment management firms providing services to U.S. and foreign clients. Established in 2018, they focus on litigation finance and distressed debt investments. The firms are wholly owned by Omni Bridgeway Limited, a public company listed on the Australian Securities Exchange. They manage funds with client assets totaling $1,951,446,817 as of June 30, 2024. Clients pay quarterly management fees and may also incur performance-based compensation. The firms may provide tailored advisory services and offer investment opportunities to co-investors. Clients include insurance companies, charitable organizations, and institutional investors. The firms conduct quarterly reviews of client investments and provide audited financial statements annually. They exercise discretionary authority over client assets and control voting rights for client securities. The firms have no disciplinary events to report and do not receive economic benefits for client referrals. Clients' funds and securities are held with qualified custodians, and the firms have implemented a Code of Ethics to ensure high standards of business conduct. The firms do not have soft dollar arrangements with brokers and may aggregate client orders for better pricing. Clients receive quarterly reports and can request proxy voting records and financial information from the firms.