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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

OMNIVEST GROUP LLC

CRD 141057

PRINCETON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:09a9070c-19e1-e341-4100-5eb5c091b869

Data as of Mar 14, 2013 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 19, 2012 to Mar 14, 2013
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $108MItem 5.F on the latest filing (2013-03-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $108Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Accounts: 16
SEC number: 801-66936
CRD: 141057
Filings on the tape: 3
First filed: Jan 19, 2012
Latest filed: Mar 14, 2013
Organised: Limited Liability Company, Delaware

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
GERRIT FREDERIK BESSELAAR	n/a	PRINCETON, NJ	0	17	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BESSELAAR, GERRIT, F.	CO-PRESIDENT	B	yes	09/2009	Jan 19, 2012	Mar 14, 2013
MORTEN, CHARLES, WILLIAM	CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS	B	yes	06/2006	Jan 19, 2012	Mar 14, 2013
SOWANICK, THOMAS, JOHN	CO-PRESIDENT & CHIEF INVESTMENT OFFICER	C	yes	07/2008	Jan 19, 2012	Mar 14, 2013

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2012	Mar 14, 2013	$108M	$0	6	3	n/a	n/a	n/a
2011	Jan 19, 2012	$108M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2012	$108M	$108M	0.4%	n/a	n/a	6	n/a	n/a	n/a

Relationships

Registered with (1)

← GERRIT FREDERIK BESSELAARAdvisorregistration: previous registration
Jan 29, 2019 to Sep 10, 2025factForm ADV

Controls (3)

← MORTEN, CHARLES, WILLIAMOwnerCHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS, ownership code B, individual
Jan 19, 2012 to presentfactForm ADV
← SOWANICK, THOMAS, JOHNOwnerCO-PRESIDENT & CHIEF INVESTMENT OFFICER, ownership code C, individual
Jan 19, 2012 to presentfactForm ADV
← BESSELAAR, GERRIT, F.OwnerCO-PRESIDENT, ownership code B, individual
Jan 19, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:09a9070c-19e1-e341-4100-5eb5c091b869
First observed: Jan 19, 2012
Last observed: Mar 14, 2013 164 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OMNIVEST GROUP LLC

CRD 141057

PRINCETON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:09a9070c-19e1-e341-4100-5eb5c091b869

Data as of Mar 14, 2013 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:41 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

GERRIT FREDERIK BESSELAAR

n/a

PRINCETON, NJ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BESSELAAR, GERRIT, F.

CO-PRESIDENT

yes

09/2009

Jan 19, 2012

Mar 14, 2013

MORTEN, CHARLES, WILLIAM

CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS

yes

06/2006

Jan 19, 2012

Mar 14, 2013

SOWANICK, THOMAS, JOHN

CO-PRESIDENT & CHIEF INVESTMENT OFFICER

yes

07/2008

Jan 19, 2012

Mar 14, 2013

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2012

Mar 14, 2013

$108M

n/a

2011

Jan 19, 2012

$108M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2012

$108M

0.4%

n/a