ORANGEWOOD PARTNERS MANAGEMENT LLC

RIASEC RegisteredEst. 2017
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$70.7M
Accounts
19
Employees
15
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
282292
Registered since
October 13, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Orangewood Partners Management LLC is an SEC-registered investment adviser organized as a limited liability company that functions primarily as an adviser and sponsor/GP to pooled investment vehicles. Since registering in 2017, the firm has built a concentrated private funds business serving institutional clients, running portfolio management for pooled vehicles and acting as the managing member on sponsored funds. Its mandate emphasizes private equity and real estate strategies rather than liquid public market mandates. The firm charges both a percentage-of-AUM fee and performance-based fees, aligning compensation with fund-level results. Orangewood is not positioned as an ESG-active investor and does not operate as a multi-state advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • STEPHANIE STADIG

    Chief Financial OfficerCRD 5828927

  • EVAN COHEN

    Chief Compliance Officer & Vice PresidentCRD 2085382

Contacts

2 of 2
  • NEIL GOLDFARB

    Managing PartnerCRD 4703707

  • ALAN GOLDFARB

    Founder & Managing DirectorCRD 4426164

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
545 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth