Odyssey Investment Partners, LLC

RIASEC Registered
Total AUM
$7.9B
Discretionary
$7.9B
100% of AUM
Avg account
$491M
Accounts
16
Employees
45
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
160990
Registered since
March 12, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Odyssey Investment Partners, LLC is organized as a limited liability company that operates primarily as a private equity fund sponsor and manager. The firm is registered with the SEC (registered in 2012) and provides portfolio management for pooled investment vehicles on behalf of institutional clients. It also acts in sponsor/GP and managing-member roles for its funds. Fee arrangements include percentage-of-AUM and performance-based components. The firm does not identify itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
590 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth