Glenorchy Capital Limited
Firm details
- Headquarters
- ,
- CRD number
- 305636
- Registered since
- November 22, 2019
- Website
- glenorchycapital.net
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI90.78%
- Corporations / Businesses6.37%
- Pooled Investment Vehicles2.85%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Glenorchy Capital Limited is a corporation registered with the SEC in 2019 and operates as a hedge-fund style investment adviser. The firm serves both individual/family clients and institutional investors, charging a combination of asset‑based fees and performance fees. Advisory activities include portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. Glenorchy identifies itself as not being a capital allocator and is not an active ESG investor. It has industry roles that include acting as a sponsor/general partner/managing member of pooled vehicles and has CPO/CTA responsibilities where applicable.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Derivatives4%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Christopher MacIntosh
Founder and AuthorCRD 7172435
Bradley McFadden
DirectorCRD 7172434
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$33.2M in ETFs
100%
$33.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI BRAZIL ETF (EWZ) | BlackRock | Passive | Latin America Stock | $10.2M | 266,027 | 30.75% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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