Orchard Capital Management, LLC

RIASEC Registered

Total AUM

$112M

Discretionary

$112M

100% of AUM

Avg account

$3.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 269957
Registered since: August 10, 2015
Website: www.orchardinvestments.com
Custodians: INTERACTIVE BROKERS LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Corporations / Businesses48.69%
Pooled Investment Vehicles48.57%
Charitable Organizations2.74%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Orchard Capital Management, LLC is an SEC-registered institutional RIA that focuses on portfolio management for institutional and pooled-vehicle clients. The firm, formed in 2015, acts as a capital allocator and provides portfolio management for individuals/small businesses, pooled investment vehicles, and institutions, and it also selects third-party advisers for client mandates. Fee arrangements include percentage-of-AUM billing as well as fixed and other fee structures. Orchard is not identified as an active ESG investor and is not registered as a multi-state adviser.