Olympiad Research Lp
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Overview
Olympiad Research Lp operates as an advisory firm headquartered in Stamford, Connecticut. The company controls $416.4 million in total assets across two accounts, placing it among the bigger financial advisory firms in the United States by assets under management (AUM). The company has a small group, including 15 financial advisors. Olympiad Research Lp is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like stocks, bonds and options.
Olympiad Research Lp manages all of the company's accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell judgments for the client's account without requiring the client's approval. The advisory firm administers roughly $208.2 million in assets for each account. The average financial advisor at Olympiad Research Lp administers fewer than one client account, placing it among the most individualized firms in the country.
Olympiad Research Lp's central office is at 263 Tresser Blvd, Stamford, Connecticut 6901. Olympiad Research Lp is legally permitted to provide services to investors across a few states, including Connecticut and Kansas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Olympiad Research Lp by the Numbers
$416.4 million
18
2
$208.2 million
Fee Structure
Fees for financial advisory services typically are based on which service is provided. Fees charged by the company likely consist of the following fee structures: performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
It provides services to pooled investment vehicles. Out of its two accounts, Olympiad Research Lp's largest client type by number of accounts is pooled investment vehicles. None of the firm's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Olympiad Research Lp does not have any disclosures.
Please visit its Form ADV for more details.
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