Orange Investment Advisors, LLC
Firm details
- Headquarters
- Winter Park, Florida
- CRD number
- 289406
- Registered since
- October 27, 2017
- Custodians
- FEDERAL HOME LOAN BANK OF ATLANTA
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Investment Companies53.33%
- Banking / Thrift Institutions44.03%
- Pooled Investment Vehicles2.63%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Orange Investment Advisors, LLC is a limited liability company that operates as a hedge-fund style adviser to institutional clients. The firm is registered with the SEC (initial registration reported in 2017) and provides portfolio management across pooled vehicles, investment companies and institutional accounts. Its commercial model combines an asset‑based management fee with performance-based compensation. Orange also functions in sponsor and general partner roles and serves as a managing member for pooled investment vehicles. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
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
Location
Winter Park, FL
Orange
Location
Winter Park, FL
Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 250 S Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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