OLYMPUS ADVISORS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$9.2B
Discretionary
$9.2B
100% of AUM
Avg account
$770M
Accounts
12
Employees
24
Advisory reps
6

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
160851
Registered since
March 6, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Olympus Advisors, LLC is a private equity–focused investment adviser that manages pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member of those vehicles, allocating capital primarily into private equity strategies and private credit. Its business model combines traditional asset-based fees with performance-based fees, consistent with standard GP economics for closed-end funds. Olympus Advisors is not an active ESG investor and operates as a single-state adviser that has been SEC-registered since 2012.

Assets & Accounts

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

Owners & executives

3 of 3
  • ROBERT MORRIS

    Chairman & CEOCRD 5922980

  • James Villa

    CFO & Chief Compliance OfficerCRD 6769590

  • MANU BETTEGOWDA

    COO & Managing PartnerCRD 2787254

Contacts

3 of 3
  • James Conroy

    Managing PartnerCRD 6772468

  • LOUIS MISCHIANTI

    Managing PartnerCRD 1242142

  • LUIS CARDENAS

    Managing PartnerCRD 7718410

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

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
Metro Ctr Sta Pl
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth