Odyssean, LLC

RIASEC RegisteredEst. 2025
Total AUM
$373M
Discretionary
$373M
100% of AUM
Avg account
$373M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
338473
Registered since
November 17, 2025
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM
Client types
  • Other100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Odyssean, LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser. The firm lists portfolio management for businesses or institutions as its primary advisory activity and charges clients on a percentage-of-assets-under-management basis. Odyssean reports being owned by an individual and does not identify itself as a capital allocator. It is not flagged as an active ESG investor, multi-state adviser, pension consultant or related adviser in its regulatory disclosures. The firm’s SEC registration is listed as 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • Raphael Bonvillian

    Co-Founder & Co-CIOCRD 8154446

  • Marcus Bonvillian

    Co-Founder and Chief Compliance OfficerCRD 8154453

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth