The ODYSSEY CAPITAL ADVISORS is a privately held investment adviser that advises $229.11mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. ODYSSEY CAPITAL ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 180.71% over the last 5-years.
The Group has been registered with the SEC for 2.07 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 2 BALA PLAZA SUITE 515, BALA CYNWYD, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 5 employees comprised of 4 investment and 1 non-investment staff. The total number of Employees increased by 25% over the last 5-years.
Their $229.11mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 7 other accounts. Assets of High Net Worth Individuals clients own $110.26mn or 48.13% of Total Assets and Individuals own $64.45mn or 28.13% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ODYSSEY CAPITAL ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.