PPrivate Fund Data Log in Join · $37/mo

Odyssey Capital Advisors Inc.

● SEC registered since 2024CRD 299034SEC# 801-130634Bala Cynwyd, PA
Export (members)
Reg. AUM
$144.4M
Employees
4
Accounts
596
Location
Bala Cynwyd, PA

Odyssey Capital Advisors Inc. assets under management

Odyssey Capital Advisors Inc. operates as an SEC-registered investment adviser based in Bala Cynwyd, PA. The firm has been registered since 2024. It reports $144.4 million in regulatory assets under management and employs 4 people.
www.odysseyadvice.comView on SEC.gov ↗

Odyssey Capital Advisors Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jason A Snipe ControlPresident/Principal/Chief Compliance OfficerOver 75%2018

Frequently asked questions

How much does Odyssey Capital Advisors Inc. manage?

Odyssey Capital Advisors Inc. reports $144.4 million in regulatory assets under management on its Form ADV.

How many employees does Odyssey Capital Advisors Inc. have?

Odyssey Capital Advisors Inc. reports 4 employees.

Where is Odyssey Capital Advisors Inc. located?

Odyssey Capital Advisors Inc. is based in Bala Cynwyd, PA and has been SEC-registered since 2024.

Does Odyssey Capital Advisors Inc. disclose fund performance?

Odyssey Capital Advisors Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2 Bala Plaza, Suite 515, Bala Cynwyd, PA 19004
Phone484-278-4497
Fax484-278-4395
Office hours8 a.m. - 4:30 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK2104872
Discloses disciplinary historyNo

Assets under management

Discretionary$140.1M
Non-discretionary$4.3M
Total (RAUM)$144.4M