ORCHARD ADVISORS

Overview

Orchard Advisors is a boutique advisory firm focused on portfolio management for individuals and small businesses. Registered with the SEC in 2020 and organized as a limited liability company, the firm operates under an owner-managed structure and charges clients by percentage of assets under management and on an hourly basis. Orchard Advisors shows a clear tilt toward public equities: the majority of client capital is held in exchange-traded securities, and the firm does not position itself as an active ESG investor. It is not a multi-state adviser and has a client base concentrated on individual and family relationships rather than institutional pension work. Investment activity centers on direct equity exposure delivered through exchange-traded instruments and managed accounts. Given the firm’s custody relationship and the high proportion of exchange-traded holdings, Orchard Advisors appears set up to implement liquid, equity-centric strategies with selective use of third-party alternative placements and fixed-income instruments to complement core equity allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices