Odyssey Investment Partners, Llc
- Regulatory AUM
- $7.9B
- Discretionary
- $7.9B
- Clients
- 16
- Avg AUM / client
- $491M
- Accounts
- 16
- Employees
- 45
AUM over time
Annual snapshots from Form ADV filings · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 16 | $7.9B | 100.0% |
Private funds (14)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $6.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Odyssey Investment Partners Fund Vi, Lp | Private Equity Fund | Delaware | $2.8B | 79 |
| Odyssey Investment Partners Fund V, Lp master | Private Equity Fund | Delaware | $1.6B | 131 |
| Odyssey Investment Partners Fund Vi A, Lp | Private Equity Fund | Delaware | $1.5B | 90 |
| Odyssey Investment Partners Fund Vi (F&F), Lp | Private Equity Fund | Delaware | $68.6M | 87 |
| Odyssey Investment Partners Fund Iv, Lp master | Private Equity Fund | Delaware | $65.2M | 99 |
| Odyssey Investment Partners Fund V (F&F), Lp | Private Equity Fund | Delaware | $30.9M | 67 |
| Odyssey Jayhawk Co Invest Blocker, Llc | Private Equity Fund | Delaware | $30.3M | 7 |
| Odyssey Magna Co Invest Blocker, Llc | Private Equity Fund | Delaware | $24.8M | 7 |
| Odyssey Pangea Co Invest Feeder, Lp | Private Equity Fund | Delaware | $16.3M | 7 |
| Buffalo Coinvest, Llc | Private Equity Fund | Delaware | $4.8M | 2 |
| Odyssey Investment Partners Fund Iv (Parallel), Lp | Private Equity Fund | Delaware | $1.7M | 23 |
| Odyssey Coinvestment Integro, Lp | Private Equity Fund | Delaware | $1.0M | 1 |
| Connector Investment Ii, Llc | Private Equity Fund | Delaware | $741 | 1 |
| Integrated Power Services Investment, Llc | Private Equity Fund | Delaware | $457 | 4 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Berger, Stephen | Chairman | Nov 1997 (29y) | Less than 5% | |
| Hopkins, William, Francis | Vice Chairman | Nov 1997 (29y) | ≈ 18.75% – 50% via Odyssey Investment Partners, Lp | |
| Kwait, Brian | Chief Executive Officer | Nov 1997 (29y) | ≈ 9.38% – 37.5% via Kwait Odyssey Investments, Lp | |
| Hitchner, Douglas, Mitchell | Chief Operating Officer | Jan 2008 (19y) | Less than 5% | |
| Hadis, Vivian, Katie | Chief Compliance Officer | Jan 2018 (9y) | Less than 5% | |
| Mckibben, Jeffrey, Stephen | Senior Managing Principal | Feb 2020 (7y) | Less than 5% | |
| Staub, Craig, Philip | Senior Managing Principal | Feb 2020 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Odyssey Investment Partners, Lp | Member | Feb 2020 | A | 75% or more |
| Kwait Odyssey Investments, Lp | Limited Partner | Feb 2020 | B | ≈ 18.75% – 50% via Odyssey Investment Partners, Lp |
| Odyssey Investment Partners Gp, Llc | General Partner | Feb 2020 | B | GP / trustee / elected manager of Odyssey Investment Partners, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hopkins, William, Francis: 25% – 50% of Odyssey Investment Partners, Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Kwait, Brian: 50% – 75% of Kwait Odyssey Investments, Lp × 25% – 50% of Odyssey Investment Partners, Lp × 75% – 100% direct ≈ 9.38% – 37.5% of the firm
- Kwait Odyssey Investments, Lp: 25% – 50% of Odyssey Investment Partners, Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (14, $6.1B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 4.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • CONSULTING FEES
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗