OLYMPIAD RESEARCH LP

RIASEC RegisteredEst. 2019
Total AUM
$640M
Discretionary
$640M
100% of AUM
Avg account
$320M
Accounts
2
Employees
19
Advisory reps
3

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
304420
Registered since
July 8, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

Olympiad Research LP is a limited partnership that operates as a commodity pool operator/commodity trading advisor and serves institutional clients. The firm charges a combination of percentage-of-AUM and performance-based fees, and it is structured to use both fee types commonly associated with active and alternative strategies. Olympiad Research is not registered as a multi-state or ESG-focused adviser and is classified in the snapshot as an unclassified, domestic entity formed and SEC-registered in 2019. The firm’s public filings and profile indicate a blended approach: it reports a material public equity/ETF sleeve alongside allocations to third-party alternatives. Its institutional client base appears very concentrated, and the CPO/CTA designation implies the firm may deploy pooled or derivatives-based strategies alongside external manager allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 3
  • DANIEL NESBITT

    Chief Compliance OfficerCRD 7687425

  • THONG NGUYEN

    Co-Founder and Chief Investment OfficerCRD 4409692

  • UTKARSH SAMANT

    Chief Technology OfficerCRD 3272132

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

FINTRX

ETF holdings

1 of 4

Active vs passive

$3.6M in ETFs

Passive

100%

$3.6M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF)State StreetPassiveFinancial$1M20,37328.00%

Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, 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
FAIRFIELD
Address
263 Tresser Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth