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.
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 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.
Lisa Marie Colon joined the executive team most recently as the Chief Compliance Officer.
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.
You can reach the main office by calling the phone number 610-225-3000 or by fax 610-225-3068. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday.