ODYSSEY INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2012
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 a private equity manager organized as an LLC and registered with the SEC in 2012. It operates primarily as an adviser and sponsor of pooled investment vehicles, acting as a general partner/managing member rather than as an external capital allocator. Its client base is institutional, and its economics combine asset‑based fees with performance‑linked compensation and other fee arrangements. The firm does not register as a multi‑state adviser and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • BRIAN KWAIT

    Chief Executive OfficerCRD 6025173

  • DOUGLAS HITCHNER

    Managing Principal, Chief Operating OfficerCRD 2816765

Contacts

3 of 5
  • WILLIAM HOPKINS

    Vice ChairmanCRD 6025175

  • STEPHEN BERGER

    ChairmanCRD 2264687

  • JEFFREY MCKIBBEN

    Senior Managing PrincipalCRD 7244557

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth