DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

IOMNIVEST LLC

CRD 290196

AUSTIN, TX

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:ae73cc51-70e2-9343-c91c-673000b49684

Data as of Feb 25, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 28, 2017 to Feb 25, 2019
4 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: $183,378Item 5.F on the latest filing (2019-02-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $183,378
Private client RAUM: $183,378derivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 3
Individual clients: 0
High net worth clients: 0
SEC number: 801-111955
CRD: 290196
Filings on the tape: 4
First filed: Sep 28, 2017
Latest filed: Feb 25, 2019
Organised: Limited Liability Company, Texas

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
DOWNS II, HASKELL, EDWARD	Member	C	yes	08/2017	Sep 28, 2017	Feb 25, 2019
DOWNS II, HASKELL, EDWARD	CHIEF COMPLIANCE OFFICER	Na	yes	09/2017	Sep 28, 2017	Feb 25, 2019
OMNIVEST INSTITUTIONAL LLC	Member	E	yes	08/2017	Sep 28, 2017	Feb 25, 2019
VISTA AZUL HOLDINGS LLC	Member	C	yes	08/2017	Sep 28, 2017	Feb 25, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
IOMNIFUNDS LLC	n/a	Former SEC adviser	n/a	N	yes	n/a

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
2018	Feb 25, 2019	$183,378	$183,378	2	2	0	n/a	n/a
2017	Aug 27, 2018	$0	$0	2	2	0	n/a	n/a

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
2018	$183,378	$0	n/a	n/a	n/a	2	2	0	0

Relationships

Affiliated with (2)

→ IOMNIFUNDS LLCRegistered adviserother investment adviser, common control
factForm ADV
← IOMNIFUNDS LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (3)

← DOWNS II, HASKELL, EDWARDOwnerMEMBER, ownership code C, individual
Sep 28, 2017 to presentfactForm ADV
← OMNIVEST INSTITUTIONAL LLCOwnerMEMBER, ownership code E, domestic entity
Sep 28, 2017 to presentfactForm ADV
← VISTA AZUL HOLDINGS LLCOwnerMEMBER, ownership code C, domestic entity
Sep 28, 2017 to presentfactForm ADV

Dated events

Occurred
Sep 28, 2017
First Form ADV filing
Iomnivest Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ae73cc51-70e2-9343-c91c-673000b49684
First observed: Sep 28, 2017
Last observed: Feb 25, 2019 92 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.

IOMNIVEST LLC

CRD 290196

AUSTIN, TX

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:ae73cc51-70e2-9343-c91c-673000b49684

Data as of Feb 25, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:36 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DOWNS II, HASKELL, EDWARD

Member

yes

08/2017

Sep 28, 2017

Feb 25, 2019

DOWNS II, HASKELL, EDWARD

CHIEF COMPLIANCE OFFICER

yes

09/2017

Sep 28, 2017

Feb 25, 2019

OMNIVEST INSTITUTIONAL LLC

Member

yes

08/2017

Sep 28, 2017

Feb 25, 2019

VISTA AZUL HOLDINGS LLC

Member

yes

08/2017

Sep 28, 2017

Feb 25, 2019

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

IOMNIFUNDS LLC

n/a

Former SEC adviser

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Feb 25, 2019

$183,378

n/a

2017

Aug 27, 2018

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$183,378

n/a