Odeon Capital Group LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
93
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 recorded by FINTRX as having SEC registration dating to 2009. The firm is classified in the dataset as an investment bank and is owned by an individual. FINTRX flags indicate it is not a capital allocator and it does not identify the firm as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not provided descriptive details about its client mix, fee schedules, or the specific advisory and business activities it conducts, so public source data on its operating model and target clients is limited.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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 89
  • 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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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