Odeon Capital Advisors LLC

RIASEC RegisteredEst. 2020

Total AUM

$967M

Discretionary

$39.6M

4% of AUM

Avg account

$27.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 307619
Registered since: July 6, 2020
Website: www.odeoncap.com
Custodians: INTERACTIVE BROKERS LLC, RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses94.68%
HNWI3.57%
Pooled Investment Vehicles1.34%
Individuals0.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Odeon Capital Advisors LLC is an independent, SEC-registered RIA organized as an LLC that serves both high-net-worth individuals/families and institutional clients. The firm provides a mix of financial planning and portfolio management across individual, pooled vehicle, and institutional mandates and also performs allocation and manager-selection duties for third-party strategies. Odeon operates with a fee model that includes percentage-of-AUM, hourly and fixed fees, and performance-based arrangements. The firm also engages in commodity pool/CTA activities and is active as a sponsor or GP for pooled vehicles.