Odeon Capital Advisors 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 31, 2026, reports $967M in regulatory assets under management, 14 employees, and 35 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 61.8% of total clients.
Top client categories% of clientsClients
1
HNWI
61.8%
21
2
Individuals
23.5%
8
3
Corporations
11.8%
4
4
Pooled Investment Vehicles
2.9%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$967Mas of March 31, 2026
Discretionary4.1%
$40M
4% of total RAUM4.1%
Non-discretionary95.9%
$928M
96% of total RAUM95.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$967M
Total Accounts35
10Y AUM Change+$967M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee2:1
10Y Employee Change+11 (+366.7%)
* 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.