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Adviser Profile

As of Date 04/30/2024
Adviser Type - Large advisory firm
Number of Employees 23 15.00%
of those in investment advisory functions 20
Registration SEC, Approved, 3/6/2012
AUM* 8,287,316,631 -1.07%
of that, discretionary 8,287,316,631 -1.07%
Private Fund GAV* 8,287,316,631 -1.19%
Avg Account Size 920,812,959 -23.06%
SMA’s No
Private Funds 9 2
Contact Info 203 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
8B 7B 6B 5B 4B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count9 GAV$8,287,316,631

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Brochure Summary

Overview

Olympus Advisors, LLC, also known as Olympus Partners, (together with its affiliates, “Olympus” or “we”), is a privately held investment firm organized as a Delaware limited liability company based in Stamford, Connecticut, which focuses on investing primarily in middle market companies in the United States. Since our founding in 1988, we have had close involvement in the operations of companies in various sectors, including business services, logistics and transportation, healthcare, manufacturing, financial services, consumer services, restaurant services, software and information technology services. Olympus Advisors, LLC is wholly owned by the Robert S. Morris Revocable Trust a/u/d January 2, 1996, and is managed by Robert S. Morris, one of our Managing Partners. We provide investment advisory services to pooled investment vehicles that are each not required to be registered as an “investment company” as defined under the Investment Company Act of 1940, as amended, and whose securities are not required to be registered under the Securities Act of 1933, as amended. We currently provide investment advice to various private investment funds (collectively with any future private investment fund to which it provides investment advisory services, including employee and co-investment vehicles, the “Funds,” and each, a “Fund”). An affiliated entity formed by Olympus serves as a general partner to each Fund (collectively with any future general partner to a Fund, the “General Partners,” and each a “General Partner”). Each General Partner is subject to the U.S. Investment Advisers Act of 1940, as amended, and the rules and regulations promulgated thereunder (the “Advisers Act”) pursuant to Olympus’ registration in accordance with SEC guidance. As the investment adviser for each Fund, Olympus identifies investment opportunities and participates in the acquisition, management, monitoring and disposition of investments for each Fund. Where such investments consist of portfolio companies, the senior principals or other personnel of Olympus or its affiliates generally serve on such portfolio companies’ respective boards of directors or otherwise act to influence control over management of portfolio companies in which the Funds invested. Olympus provides these investment
advisory services to each Fund pursuant to the applicable limited partnership agreement, private placement memorandum and other governing documents for each Fund (the “Fund Governing Documents”). The terms of the investment advisory services to be provided by Olympus to each Fund are set forth in the applicable Fund Governing Documents. The information provided herein about Olympus’ investment advisory services is qualified in its entirety by reference to the Fund Governing Documents. Olympus tailors its advisory services to the individual needs of each Fund, but not to the individual needs of any of the investors in the Funds. The individual needs of each Fund are identified through a review of each Fund’s overall investment guidelines and objectives (as set forth in the Fund’s Governing Documents), as well the Fund’s overall portfolio characteristics, remaining life, available capital and other factors. However, in accordance with common industry practice, a Fund or its General Partner has and expects in the future to enter into a “side letter” or similar agreement with an investor pursuant to which the Fund or its General Partner grants the investor specific rights, benefits or privileges that are not generally made available to all investors. Please refer to “Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss” below for further details. Additionally, as permitted by the Fund Governing Documents, Olympus has and in the future expects to provide investment or co-investment opportunities (including the opportunity to participate in co-invest vehicles) to certain current or prospective investors or other persons, including other sponsors, market participants, finders, consultants and other service providers, portfolio company management or personnel, Olympus personnel and/or certain other persons associated with Olympus and/or its affiliates. Such co-investments typically involve investment and disposal of interests in the applicable portfolio company at the same time and on the same terms as the Fund making the investment. As of December 31, 2023, we managed a total of approximately $8.29 billion in assets on behalf of the Funds, all on a discretionary basis. We do not manage any assets on a non- discretionary basis.