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Ulysses Management LLC

Asset Management, HNWI / UHNWI, Private Equity Firm

Ulysses Management LLC is a diversified investment firm with over $1 billion in capital under management. The firm employs various investment strategies to achieve superior long-term results, with the majority of capital contributed by its General Partners and their families, fostering a strong alignment of interests with founders, entrepreneurs, and management teams.

Overview and Management

Establishment Year

2003

Mission

To create lasting value through disciplined long-term investment strategies, aligned interests, and partnerships with exceptional management teams.

Values

Long-term investing, partnership, business building, operational focus, alignment of interests, and value creation.

Investment Roles

Direct Investor, General Partner (GP)

Participant Demographics

Founders, entrepreneurs, and management teams.

Generational Wealth Planning

Focus on long-term investment horizons with contributions from General Partners and their families, ensuring wealth preservation over time.

Risk Tolerance

Long-term focus with avoidance of excessive borrowing or financial engineering, emphasizing sustainable investments.

References or Case Studies

Team Experience

Notable Achievements

Successor to Odyssey Partners, known for innovative investment approaches since 1982.

Project Track Record

Investments in public and private markets, real estate, and hedge funds.

Exit Strategies

Transitioning companies from founder-led to professional management.

Legal, Compliance and Contact Information

Regulatory Registrations

Compliance History

Email

info@ulyss.com

Phone Number

212-455-6200

Address

New York United States

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