Glenorchy Capital Limited

RIASEC RegisteredEst. 2019
Total AUM
$254M
Discretionary
$254M
100% of AUM
Avg account
$361K
Accounts
705
Employees
5
Advisory reps
2

Firm details

Headquarters
,
CRD number
305636
Registered since
November 22, 2019
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

FINTRX

Overview

Glenorchy Capital Limited is a corporation that operates as a hedge-fund style investment adviser, first registered with the SEC in 2019 and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, providing portfolio management for private clients, pooled investment vehicles, and businesses or institutional accounts. Its compensation combines an asset-based fee with performance-based fees. The firm is active in sponsor and management roles for pooled vehicles — it functions as a general partner/managing member and has affiliations as a CPO/CTA or sponsor in some structures. Glenorchy Capital Limited does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Derivatives 4%, Cash & Cash Equivalents 2%94%
  • Exchange Traded Equities94%
  • Derivatives4%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Christopher MacIntosh

    Christopher MacIntosh

    Founder and AuthorCRD 7172435

  • Bradley McFadden

    Bradley McFadden

    DirectorCRD 7172434

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 4

Active vs passive

$29.2M in ETFs

Passive

100%

$29.2M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI BRAZIL ETF (EWZ)BlackRockPassiveLatin America Stock$9.3M268,87631.75%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth