Mathew Alstyne is a CFA-designated registered investment advisor at Odeon Capital Advisors LLC, based in Denver, CO, with 17 years of industry experience. Mathew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 34 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.85% |
| $20M+ | 0.50% |
Fees are negotiable. Qualified clients may alternatively choose a performance fee arrangement with a lower management fee and a profit-based performance fee.
Fee Estimator
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mathew is a member or managing member in numerous LLCs, most of which are passive investment vehicles related to real estate, hedge funds, restaurants, private equity, and a start-up website company. He also co-founded Odeon Capital Advisors LLC, an investment advisor startup, and is a board member for Digital Packager LLC and Corp.
Employment History
Current Registrations
Odeon Capital Advisors LLC
Odeon Capital Group LLCBroker
Previous Registrations
Bonwick Capital Partners, LLCBroker
Bonwick Capital Partners, LLCBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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