OUTCOME DRIVEN STRATEGIES, LLC

RIASEC RegisteredEst. 2021
Total AUM
$360M
Discretionary
$360M
100% of AUM
Avg account
$564K
Accounts
639
Employees
10
Advisory reps
4

Firm details

Headquarters
HUNT VALLEY, Maryland
CRD number
311398
Registered since
February 5, 2021
Fee structure
Percentage of AUM
Client types
  • Other Investment Advisers100%

Firm profile

FINTRX

Overview

Outcome Driven Strategies, LLC is a privately held limited liability company that registered with the SEC in 2021 and serves institutional clients. The firm operates as a capital allocator and charges fees as a percentage of assets under management. Ownership is listed as a combination of a domestic entity and individual owners. Outcome Driven Strategies does not identify as an active ESG investor and is not a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Other 98%, Cash & Cash Equivalents 2%98%
  • Other98%
  • Cash & Cash Equivalents2%

Contacts

3 of 4
  • ERIK JOHNSON

    Principal & Managing PartnerCRD 2185673

  • THOMAS BIDDISON

    Managing PartnerCRD 2516775

  • DONALD HUBER

    Managing PartnerCRD 2493513

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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

HUNT VALLEY, MD

BALTIMORE

Location

HUNT VALLEY, MD

Headquartered in HUNT VALLEY, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
BALTIMORE
Address
211 Old Padonia Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth