Olympius Capital, L.P. (Woodside)

Olympius Capital, L.P. is a large advisory firm based in Woodside. It manages $161.2 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2005.

Olympius Capital provides pension consulting services and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Olympius Capital: assets under management

The assets under management (AUM) of Olympius Capital, L.P. is $161.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $161.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.91 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Olympius Capital, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Olympius Capital, L.P.

Jennifer Molly Coffey has served as the Chief Investment Officer since 1 Aug 2004. Jeffrey Martin Bloom joined the executive team most recently as the Chief Compliance Officer/Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Olympius Capital Of Eleven Rings	Limited partner	1 Oct 2001	50% - 75%	94-3375987
Llc Olympius Partners	General partner	1 Oct 2001	Other	94-3409020
Jennifer Molly Coffey	Chief investment officer	1 Aug 2004	Other	2857402
Lindsay Lincoln Lee	Limited partner	1 Aug 2004	Other	5073422
Edward Michael Rodden	Managing director	1 Jul 2005	Other	2400116
Willis Jahyrun Koo	Chief compliance officer	1 Dec 2005	Other	3204489
Edward Michael Rodden	Chief compliance officer	1 Feb 2006	Other	2400116
L.L.C. Hrj Capital Holdings	Limited partner	1 Jul 2008	25% - 50%	30-0086785
L.L.C. Eleven Ricngs	Limited partner	1 Jul 2008	50% - 75%	94-3375987
Jeffrey Martin Bloom	Chief compliance officer/managing director	1 Aug 2008	Other	5135471

Indirect Owners

The SEC currently registers 9 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Clifford Montana	Trustee	1 Aug 1990	50% - 75%	5075237
Jennifer Sharon Montana	Trustee	1 Aug 1990	50% - 75%	5075339
Ronald Mandel Lott	Trustee	1 Mar 1992	50% - 75%	4527616
Karen Collmer Lott	Trustee	1 Mar 1992	50% - 75%	5075341
Harris Scott Barton	Trustee	1 Jan 2001	50% - 75%	4527661
Megan Flatley Barton	Trustee	1 Jan 2001	50% - 75%	5075340
Harris S. Barton & Megan Barton 2001 Trust	Member	1 Oct 2001	25% - 50%	0000001
1992 Ronald M. Lott Family Trust Established March 9	Member	1 Oct 2001	25% - 50%	0000002
The Montana 1990 Family Trust	Member	1 Oct 2001	25% - 50%	0000003

Based in Woodside

The principal office where Olympius Capital, L.P. performs its advisory services is located at 2965 Woodside Rd, Woodside, CA 94062, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-327-5023 or by fax 650-327-5235. The normal business hours are 9:00 - 5:30 pst on Monday - Friday.