Odyssean, LLC
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
FINTRXOverview
Odyssean, LLC is a privately owned limited liability company that provides portfolio management services focused on businesses and institutions. The firm became SEC-registered in 2025 and charges clients on a percentage-of-AUM basis. Governance is individual ownership and the adviser is classified as unclassified on its filing. Odyssean is not presented as a multi-state ESG investor, pension consultant, or capital allocator; its regulatory profile indicates a single-adviser structure delivering bespoke management rather than broad retail distribution. Investment activity concentrates on public equities as the primary instrument set, with a stated preference for exchange-traded securities. The firm combines that public equity emphasis with allocations to third‑party alternative managers—specifically private equity and hedge funds—suggesting a blended approach that pairs liquid market exposure with illiquid, manager-driven strategies for return enhancement or diversification. Services are provided under a discretionary mandate.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2Raphael Bonvillian
Co-Founder & Co-CIOCRD 8154446
Marcus Bonvillian
Co-Founder and Chief Compliance OfficerCRD 8154453
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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