Firm profile

ODYSSEY INVESTMENT PARTNERS, LLC

NEW YORK, NYCRD 160990Latest ADV March 28, 2026

Odyssey Investment Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 28, 2026, reports $7.9B in regulatory assets under management, 45 employees, 1 office, and 16 accounts.

Assets Under Management
$7.9B
Employees
45
Offices
1 office
Total Clients
16
Primary office
NEW YORK, NY
590 MADISON AVENUE, 39TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOBrian Kwait
CCOVivian K. Hadis
COODouglas M. Hitchner

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
16

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$7.9Bas of March 28, 2026
Discretionary100.0%
$7.9B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$7.9B
Total Accounts16
10Y AUM Change+$3.7B (+90.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees45
Clients per Employee0:1
10Y Employee Change+1 (+2.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.