OLD ORCHARD CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2014

Total AUM

$1.8B

Discretionary

$1.8B

100% of AUM

Avg account

$204M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 170641
Registered since: April 28, 2014
Website: www.oldorchardcapital.com
Custodians: THE BANK OF NEW YORK MELLON, U.S. BANK, N.A.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles90.11%
Charitable Organizations6.72%
HNWI3.17%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Old Orchard Capital Management LP is a hedge-fund style adviser organized as a limited partnership and registered with the SEC since 2014. The firm primarily serves institutional clients and charges a mix of asset-based and performance-linked fees. Operationally it functions in commodity/derivatives adviser roles (CPO/CTA) and also sponsors and manages pooled investment vehicles. Its advisory scope includes portfolio management for pooled vehicles as well as for individuals, small businesses and institutional entities. The firm does not self-identify as an active ESG investor and is not registered as a multi-state adviser.