Odeon Capital Group LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
94
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
148493
Registered since
May 18, 2009

Firm profile

FINTRX

Overview

Odeon Capital Group LLC is organized as a limited liability company and is classified in public records as an investment bank. The firm has been SEC-registered since 2009 and is owned by an individual. Public filings indicate it does not act as a capital allocator and does not identify itself as an active ESG investor. It is not listed as a multi-state adviser and is not described as a pension consultant or a related adviser. The firm has not disclosed specifics about its client base, fee schedules, or the operational scope of advisory and business activities in the source data provided. That lack of granular detail makes it difficult to map the firm to a traditional wealth-management or registered investment adviser model; the classification as an investment bank suggests the primary orientation is toward capital markets and transaction-related services rather than discretionary portfolio management.

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

Owners & executives

3 of 4
  • Matthew Bonner

    Matthew Bonner

    Chief Operating OfficerCRD 6207620

  • Christopher Tolla

    Christopher Tolla

    CIOCRD 5516420

  • Aaron Dorfman

    Aaron Dorfman

    CFOCRD 6158487

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Contacts

3 of 90
  • Daniel Steuer

    Daniel Steuer

    Managing DirectorCRD 1548775

  • Zachary Slavin

    Zachary Slavin

    AssociateCRD 6528715

  • Seth Dorfman

    Seth Dorfman

    Portfolio ManagerCRD 4813056

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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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
750 Lexington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth