Peter
Sasaki

Odeon Capital Advisors LLC

CRD#5076572
Investment Advisor
in New York, NY

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About this Advisor

Peter Sasaki is a financial advisor based in New York, New York, working with Odeon Capital Advisors LLC. Peter has previously held positions at Cgs Capital Advisors, LLC, Cgs Associates, LLC, Odeon Capital Advisors LLC (formerly Sds Family Office LLC), Odeon Capital Group, Caplink Securities, Inc, and Equitykey Services, LLC. Peter has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Connecticut, Delaware, Florida, New York, and Ohio. Currently, Peter is part of Odeon Capital Advisors LLC, which operates out of New York, New York. The firm has 6 employees and manages assets totaling $613.5 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Odeon Capital Advisors LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

750 Lexington Avenue
New York, NY 10022

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Odeon Capital Advisors LLC Brokerage Details

Total Assets Under Management

$613,501,049

NY Average: $7,464,549,021
Total Number of Employees

6

NY Average: 88
Total Number of Accounts

27

NY Average: 3,892
Average Account Size

$22,722,261

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Peter Sasaki Work History

2021 - Present (3 years)

Odeon Capital Group

2019 - Present (5 years)

Odeon Capital Advisors LLC (Fomerly Sds Family Office LLC)

2009 - Present (15 years)

Cgs Capital Advisors, LLC

2015 - 2021 (6 years)

Caplink Securities, Inc

2014 - 2015 (1 year)

Equitykey Services, LLC

2009 - 2021 (12 years)

Cgs Associates, LLC

Disclosures

Please visit the SEC profile of Peter Sasaki to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Odeon Capital Advisors LLC

Eric Grimaldi
New York, NY
Craig Matthew
Scottsdale, AZ
Seth Dorfman
New York, NY
Scott Svenson
New York, NY
Stefan Dannibale
New York, NY
Mathew Van Alstyne
New York, NY
Peter Sasaki
New York, NY

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