OLYMPUS ADVISORS, LLC
Adviser information for OLYMPUS ADVISORS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 23 |
|---|---|
| Investment Advisory/Research | 20 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 9 | $8.3B |
| Non-Discretionary | 0 | $0 |
| Total | 9 | $8.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 9 | $8.3B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73661 |
|---|---|
| SEC ERA File Number | 801-73661 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 160851 |
| Legal Entity Identifier | None |
Principal Office
METRO CENTERONE STATION PLACE
STAMFORD
CT
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 203-353-5900, Fax: 203-353-5910
Chief Compliance Officer
JAMES VILLA
CHIEF FINANCIAL OFFICER
METRO CENTER
ONE STATION PLACE
STAMFORD
CT
United States
Tel:
203-353-5906
Fax:
203-353-5910
J*****@******************M
(Full email address available in API data)
Industry Affiliates
| OGP V, LLC | Sponsor, GP, manager of pooled investment vehicles |
| OGP VI, LLC | Sponsor, GP, manager of pooled investment vehicles |
| OGP VII, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| EYESOUTH CO-INVESTOR FT AGGREGATOR LLC | Private Equity Fund | $78.9M | $0.1M | 9 |
| EYESOUTH CO-INVESTOR PARALLEL LLC | Private Equity Fund | $48.6M | $0.1M | 4 |
| HEALTH AGGREGATOR, LLC | Private Equity Fund | $71.5M | $1.0M | 4 |
| IW AGGREGATOR LLC | Private Equity Fund | $145.8M | $1.0M | 6 |
| MEI CO-INVESTOR AGGREGATOR LLC | Private Equity Fund | $94.6M | $0.2M | 18 |
| OLYMPUS GROWTH FUND V, L.P. | Private Equity Fund | $102.3M | $1.0M | 46 |
| OLYMPUS GROWTH FUND VI, L.P. | Private Equity Fund | $1,699.6M | $1.0M | 65 |
| OLYMPUS GROWTH FUND VII PARALLEL, L.P. | Private Equity Fund | $1,662.7M | $20.0M | 33 |
| OLYMPUS GROWTH FUND VII, L.P. | Private Equity Fund | $4,383.3M | $20.0M | 59 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MISCHIANTI, LOUIS, JOHN | Individual | – | MANAGING PARTNER | 12/2012 | < 5% |
| ROBERT S MORRIS REVOCABLE TRUST U/A/D JANUARY 2, 1996 | Domestic Entity | – | MEMBER | 09/2009 | > 75% |
| Villa, James, Daniel | Individual | – | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | 06/2016 | < 5% |
| Conroy, James, Alan | Individual | – | MANAGING PARTNER | 04/2016 | < 5% |
| MORRIS, ROBERT, SCOTT | Individual | – | MANAGING MEMBER & MANAGING PARTNER | 09/2009 | < 5% |
| MORRIS, ROBERT, SCOTT | Individual | ROBERT S MORRIS REVOCABLE TRUST U/A/D JANUARY 2, 1996 | TRUSTEE | 01/1996 | |
| BETTEGOWDA, MANU | Individual | – | MANAGING PARTNER | 05/2021 | < 5% |
| CARDENAS, LUIS, DAVID | Individual | – | MANAGING PARTNER | 12/2022 | < 5% |