Olympian Investment Management, LLC (Fort Lauderdale)

Name: Olympian Investment Management, LLC
Address: One East Broward Blvd., Fort Lauderdale, FL, 33301
Telephone: 954-745-5824

Olympian Investment Management, LLC is an adviser based in Fort Lauderdale. It manages $1.2 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of New York.

Olympian Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Olympian Investment Management: assets under management

The assets under management (AUM) of Olympian Investment Management, LLC is $1.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Olympian Investment Management, LLC 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 Olympian Investment Management, LLC

Arun Kaul has served as the Chief Investment Officer since 1 Sep 2011. Evelyn Jovanni Journet joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael J Levas	Managing member, chief compliance officer, & chief investment officer	1 Sep 2009	75% - 100%	2096890
Evelyn Jovanni Journet	Chief compliance officer	1 Jul 2010	Other	3019854
Arun Kaul	Chief investment officer/managing principal	1 Sep 2011	50% - 75%	5072317

Based in Fort Lauderdale

The principal office where Olympian Investment Management, LLC performs its advisory services is located at One East Broward Blvd., Fort Lauderdale, FL 33301, 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 954-745-5824 or by fax 954-745-5874. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.olympiancapital.com.