Odiorne Point Asset Management, LLC

Overview

Odiorne Point Asset Management, LLC is a small, owner-operated limited liability firm that provides fee-based portfolio management primarily to individuals and families, with some work for small businesses. It operates as a non-independent retail RIA and charges clients on a percentage-of-assets-under-management basis. The firm does not position itself as a capital allocator to other managers and is not identified as an active ESG investor. Advisory activity centers on discretionary portfolio management for private clients. The firm lists an insurance company affiliation in its industry connections, which may influence product availability or distribution for certain clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices