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Odyssey Investments, Corp.

Odyssey Investments, Corp.. CRD 315492

Odyssey Investments, Corp. logo

CRD: 315492

Odyssey Investments, Corp.

$7.4M Total AUM
$7.4M Disc. AUM
-- 3Y CAGR
2 Employees
19 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Available
Established Date
09-07-2021
Office Locations
1

Office Locations

403 BAY Shore Drive BAY Vista No.18 Ocean City MD

About Odyssey Investments, Corp.

Odyssey is a private equity firm focused on thematic investments in middle market industrial and business services companies. Using a Buy, Build and Integrate playbook, it partners closely with management teams to drive value creation and execute add-on acquisitions. Since 1997, Odyssey has raised $8.3B and backed 50+ platform companies with ~300 add-ons, and is investing from its sixth fund.

Team overview

-- AVG AGE
$3.7M AVG AUM / ADVISOR
$391.4K AVG AUM / CLIENT
4.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

A

ANTHONY CHRIS CHRIST

Financial Advisor, Managing Member

CRD
#1251548
Ownership
75% or more
Available
Available
Available
D

Dane William Krich

Chief Compliance Officer

CRD
#7416131
Ownership
Less than 5%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $7,435,751 --
Non-Discretionary $0 --
Total $7,435,751 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
U.S. Government/Agency:
Available
Cash:
Available
Corporate - Investment Grade:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
U.S. Government/Agency Available Available
Cash Available Available
Corporate - Investment Grade Available Available
Total Available Available

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