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Omega Capital Management

Omega Capital Management acquires controlling stakes in established, profitable businesses, from Tulsa, Oklahoma, USA.

Capital raised$50macross 2 SEC-filed vehicles
Most recent fund2022filing since 2013
HeadquartersTulsa, Oklahoma, USA
Stated fund sizeFund I $30M (2014); Fund II first close 2024

Stated investment criteria

What Omega Capital Management says it buys

Read from Omega Capital Management’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.

Minimum revenue it states$10m1

A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. Nothing here is a commitment by Omega Capital Management to consider any particular business, and nothing on this page is represented as being for sale.

SEC filings

What Omega Capital Management has raised

From this firm's own Form D filings. A fund files one within fifteen days of its first sale, under penalty of perjury, which makes these the hardest numbers on the page.

Vehicles filed2
Total capital raised$50m
Largest single vehicle$30m
Filing history2013 to 2022
Smallest accepted commitment$100k
Filed fromOKLAHOMA

Form D covers US-domiciled vehicles raised from accredited investors. It will not capture a fund raised outside the United States, separately managed accounts, or capital deployed off balance sheet, so treat these as a floor rather than a total.

Regulatory record

How Omega Capital Management is registered

From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.

Adviser statusExempt reporting adviser
Regulatory assets under managementNot reported by an ERA
Private funds advised2 · $100k gross
SEC adviser numberCRD 169868

An exempt reporting adviser is not required to report regulatory assets under management, so the blank above means the question was not asked rather than that the answer is unknown. Where a figure exists it is the gross asset value of the private funds the firm advises, which is a different and usually larger measure.

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