Odyssean, LLC

RIASEC RegisteredEst. 2025
Total AUM
$373M
Discretionary
$373M
100% of AUM
Avg account
$373M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
338473
Registered since
November 17, 2025
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM
Client types
  • Other100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Odyssean, LLC is a privately owned limited liability company that provides portfolio management services focused on businesses and institutions. The firm became SEC-registered in 2025 and charges clients on a percentage-of-AUM basis. Governance is individual ownership and the adviser is classified as unclassified on its filing. Odyssean is not presented as a multi-state ESG investor, pension consultant, or capital allocator; its regulatory profile indicates a single-adviser structure delivering bespoke management rather than broad retail distribution. Investment activity concentrates on public equities as the primary instrument set, with a stated preference for exchange-traded securities. The firm combines that public equity emphasis with allocations to third‑party alternative managers—specifically private equity and hedge funds—suggesting a blended approach that pairs liquid market exposure with illiquid, manager-driven strategies for return enhancement or diversification. Services are provided under a discretionary mandate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

2 of 2
  • Raphael Bonvillian

    Co-Founder & Co-CIOCRD 8154446

  • Marcus Bonvillian

    Co-Founder and Chief Compliance OfficerCRD 8154453

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth