Olympus Peak Asset Management Lp

CRD#299460
Investment Advisor Firm

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Learn more about Olympus Peak Asset Management Lp

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Olympus Peak Asset Management Lp operates as a financial advisory company based in Greenwich, Connecticut. The firm handles $1.3 billion in assets across 10 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management (AUM). It has a small group, including 6 financial advisors. Olympus Peak Asset Management Lp is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as bonds, options and equities.

    Olympus Peak Asset Management Lp oversees all of the company's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes buy and sell choices for the client's account without needing to seek client consent. Olympus Peak Asset Management Lp's average account size is $126.5 million. The typical advisor at Olympus Peak Asset Management Lp administers around two client accounts, placing it among the most individualized firms in the country.

    The firm's central office is at 177 West Putnam Ave, Greenwich, Connecticut 6831. The firm is legally permitted to serve clients in the state of Connecticut.

    Assets Under Management

    $1.3 billion

    Number of Advisors

    6

    Disclosures

    No

    Office Location

    177 West Putnam Ave
    Greenwich, CT 06831

    Olympus Peak Asset Management Lp by the Numbers

    Total Assets Under Management

    $1.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    11

    National Average: 64
    Total Number of Accounts

    10

    National Average: 375,227
    Average Account Size

    $126.5 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees for financial management are based on which services are provided. However, fees billed by the company can be comprised of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    The company provides services to pooled investment vehicles, charitable organizations and corporations. Out of its 10 clients, Olympus Peak Asset Management Lp's biggest client group by number of accounts is pooled investment vehicles. Around 40% of the firm's clients are represented by people from outside of the U.S.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 90%
    • Charitable Organizations - 10%

    * 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

    Olympus Peak Asset Management Lp does not have any disclosures.

    Please visit its Form ADV for more details.

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