Odysseus Capital Management, Ltd (Wayne)

Odysseus Capital Management, Ltd is a large advisory firm based in Wayne. It manages $47.65 million of regulatory assets for 74 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.

Odysseus Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Odysseus Capital Management: assets under management

The assets under management (AUM) of Odysseus Capital Management, Ltd is $47.65 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $47.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $643.98 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Odysseus Capital Management, Ltd for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Odysseus Capital Management, Ltd

Lisa Marie Colon joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Mark Rosato	Chief executive officer	1 Dec 1994	75% - 100%	1384790
Donald J Rosato	Vice president	1 Nov 2004	Other	2273611
Lisa Marie Colon	Chief compliance officer	1 Dec 2005	Other	2392261

Based in Wayne

The principal office where Odysseus Capital Management, Ltd performs its advisory services is located at 995 Old Eagle School Road, Wayne, PA 19087, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.