Chairman · Odyssey Investment Partners, LLC
Stephen Berger
CRD 2264687 · Named on Form ADV at one SEC-registered adviser
At a glance
Odyssey Investment Partners, LLC, an SEC-registered private fund adviser based in New York, NY with $7.9 billion in regulatory assets, lists Stephen Berger on its Form ADV as Chairman, a control person.
Firms and roles
- Odyssey Investment Partners, LLCChairmanPrivate fund adviser · New York, NY · $7.9B in regulatory assets
AtlasMembers
Stephen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Brian KwaitChief Executive Officer, Odyssey Investment Partners, LLC
- William F. HopkinsVice Chairman, Odyssey Investment Partners, LLC
- Vivian K. HadisChief Compliance Officer, Odyssey Investment Partners, LLC
- Douglas M. HitchnerChief Operating Officer, Odyssey Investment Partners, LLC
- Jeffrey S. McKibbenSenior Managing Principal, Odyssey Investment Partners, LLC
1 more person named with Stephen on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.