Odyssey Investment Partners, LLC is a large advisory firm based in New York. It manages $2.65 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2012.
Odyssey Investment Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Odyssey Investment Partners, LLC is $2.65 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Odyssey Investment Partners, 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.
The only and largest group of clients of Odyssey Investment Partners is pooled investment vehicles with 12 clients and $2.65 billion of assets under management. Among the 7 most similar advisory firms, Odyssey Investment Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.65 billion for 12 clients. None of the firm’s clients are foreign persons or businesses.
Odyssey Investment Partners also advises several private funds. Namely, twelve private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.
The company employs 43 people that are either part- or full-time employees. 67 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.
The principal office where Odyssey Investment Partners, LLC performs its advisory services is located at 590 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. An additional office of the firm is in Woodland Hills, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-351-7900 or by fax 212-351-7925. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at odysseyinvestment.com.