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Building 2ODEON CAPITAL ADVISORS LLC

Map pinNEW YORK, NY
Phone646-214-7647
NotebookSEC #801-119007
Total AUM
$967.5M
Employees
14
Clients
34

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 LEXINGTON AVENUE
NEW YORK
NY 10022
United States
Operating Hours
9AM TO 4:30PM
Monday - Friday
Phone
646-214-7647

ReceiptFinancials

Total AUM
$967.5M
Accounts
35
Discretionary
$39.6M
Accounts
27
Non-Discretionary
$927.8M
Accounts
8

ContactClients

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Individual Clients
8
AUM
$3.9M
HNW Individual Clients
21
AUM
$34.6M
Pooled Vehicle Clients
1
AUM
$13M
Corporation or Business Clients
4
AUM
$916M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDEFLNJNYOHPATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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