Olympian Capital Growth Management, LLC (New York)

Olympian Capital Growth Management, LLC is an adviser based in New York. It manages $2.43 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of New York.

Olympian Capital Growth Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Olympian Capital Growth Management: assets under management

The assets under management (AUM) of Olympian Capital Growth Management, LLC is $2.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $168 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $2.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $101.21 thousand each.

Investments

The firm invests in non-exchange traded securities the most. They account for 85% of the total AUM. The second-largest asset type is investment grade corporate bonds, which make up 5% of the firm’s portfolio. Investments in exchange traded securities form 5% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Olympian Capital Growth Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Olympian Capital Growth Management serves?

The only and largest group of clients of Olympian Capital Growth Management is individuals with 24 clients and $2.43 million of assets under management. Among the 2 most similar advisory firms, Olympian Capital Growth Management has the lowest percentage of individuals out of all clients.

The amount of regulatory assets under management is $2.43 million for 24 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Olympian Capital Growth Management doesn't advise any private funds.

Careers at Olympian Capital Growth Management, LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael J Levas	Ceo and cco	1 Nov 2017	75% - 100%	2096890

Based in New York

The principal office where Olympian Capital Growth Management, LLC performs its advisory services is located at 641 Lexington Ave, New York, NY 10022 4503, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-634-6442 or by fax 212-634-6305. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.