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ODYSSEY INVESTMENT PARTNERS, LLC

NEW YORK, NY · CRD 160990 · IAPD ↗ · odysseyinvestment.com · 212-351-7900

$7.85BRegulatory AUM
30Advisory reps
45Employees
0Clients
n/aPlanning clients
16Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
February 2025 — ODYSSEY INVESTMENT PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
40
April 2024 — ODYSSEY INVESTMENT PARTNERS, LLC shrank from 38 to 30 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.