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.