ODER Investment Management LLC

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Assets, Funds, Holdings

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ODER Investment Management LLC
CRD #134506
SEC #801-110656
CIK #0001845109
AUM $319.3 M (2025-02-27)
Employees 6 (100% Investors, 0% Brokers)
Phone818-676-0036
Address21300 Victory Blvd
Woodland Hills, CA 91367
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
3502802101407002005201220192026
Sector Form 13F Holdings Value ($M)
Apple Inc 8.6
Palantir Technologies Inc 6.7
Amazon Com Inc 6.2
Robinhood Markets Inc 5.3
Microsoft Corp 3.8
Tesla Motors Inc 3.8
Alphabet Inc 3.4
J P Morgan Chase & Co 3.1
Nvidia Corp 2.5
First Trust High Yield Opportunities 2027 Term Fund 2.3
View All
Holdings by Sector ($M)
14011284562802019202120232026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 111 57.1
(b) Individuals (high net worth individuals) 61 223.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 15 27.6
(h) Charitable organizations 0 7.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 3.6
(n) Other 0 0.0
Total 599 319.3
By Discretionary
Discretionary 589 296.6
Non-Discretionary 10 22.8
Total 599 319.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 319.3
Total 599 319.3
EDGAR Form CIK 2011 - 2025
13F-HR [0001845109]
Comparable Firms State AUM ($B)
MPWM Advisory Solutions LLC
GA 0.3
Thomas Wright Asset Management Inc
PR 0.3
UniWealth Advisors Inc
0.3
Dean Financial Services LLC
OH 0.3
Greenfield Seitz Capital Management LLC
TX 0.3
Bill OPP Fixed Income Advisory Service LLC
0.3
Livelife Capital Partners LLC
MA 0.3
Sharper & Granite LLC
CA 0.3
Florida Financial Advisors LLC
FL 0.3
Motive Wealth Advisors LLC
MI 0.3
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