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RIA · CRD 122371State-Registered Investment Adviser

Updated:

O'Donnell Portfolio Management

O'DONNELL PORTFOLIO MANAGEMENT, INC. is a state-registered investment adviser with $39 million in regulatory assets under management. The firm has 1 employee...

Overview

O'DONNELL PORTFOLIO MANAGEMENT, INC. is a state-registered investment adviser with $39 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Chicago

Corporate office

Chicago, IL, United States

Frequently asked questions

How does O'Donnell Portfolio Management typically structure its investments?

The office favors direct deals and co-investments over blind-pool fund commitments. It acts as a principal investor in real estate transactions — often closing as an all-cash buyer — and takes direct equity positions in private companies. This keeps control and fee structures lean, avoiding the management-fee and carry layers of traditional fund commitments.

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