Odinson Partners, LLC

RIASEC Registered
Total AUM
$1.4M
Discretionary
$1.4M
100% of AUM
Avg account
$700K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
316153
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Odinson Partners, LLC is a very small, privately held investment adviser that provides portfolio management for individual and small business clients. The firm operates under an LLC structure and charges a mix of percentage-of-AUM fees and performance-based fees, which suggests it may offer bespoke, results-oriented arrangements for its limited client base. Its stated investment preference is equities, and the firm is not positioned as an ESG specialist, multi-state adviser, pension consultant, or broad capital allocator. Given the size and client profile, the firm appears to focus on managing concentrated, actively traded portfolios rather than running scale institutional or pooled products.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 25%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents25%

Contacts

1 of 1
  • Andrew Rem

    Andrew Rem

    Portfolio ManagerCRD 3037271

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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth