Odeon Capital Advisors LLC

RIASEC RegisteredEst. 2020

Total AUM

$967M

Discretionary

$39.6M

4% of AUM

Avg account

$27.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 307619
Registered since: July 6, 2020
Website: www.odeoncap.com
Custodians: INTERACTIVE BROKERS LLC, RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses94.68%
HNWI3.57%
Pooled Investment Vehicles1.34%
Individuals0.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Odeon Capital Advisors LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and launched in 2020. The firm describes itself as a capital allocator that serves both individual and family clients as well as institutional investors. Its advisory scope includes financial planning and portfolio management across individual, pooled‑vehicle, business and institutional mandates, and it also engages in selecting third‑party advisers. Operationally the firm lists CPO/CTA activity and participates as a sponsor/GP or managing member of pooled investment vehicles. The firm uses a flexible fee toolkit—percentage of AUM, hourly and fixed fees, and performance‑based fees—allowing bespoke arrangements depending on the client or vehicle. Odeon is not positioned as an ESG investor in the provided data.