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 organized as a limited partnership and is registered with the SEC (since 2019). The firm is classified as an institutional RIA serving institutional clients and reports business activity as a commodity pool operator (CPO) or commodity trading advisor (CTA). Its fee model combines an asset-based charge with performance-linked fees. The manager does not identify as an ESG investor, is not a multi-state adviser, and is not listed as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

    Daniel Nesbitt

    Chief Compliance OfficerCRD 7687425

  • Thong Nguyen

    Thong Nguyen

    Co-Founder and Chief Investment OfficerCRD 4409692

  • Utkarsh Samant

    Utkarsh Samant

    Chief Technology OfficerCRD 3272132

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$6.4M in ETFs

Passive

100%

$6.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) FINANCIAL SELECT SECTOR SPDR(R) ETF (XLF)State StreetPassiveFinancial$2M36,70730.93%

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