Orchard Capital Management, LLC
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
FINTRXOverview
Orchard Capital Management, LLC is a limited liability company registered with the SEC in 2015 that operates as an institutional registered investment adviser. The firm identifies as a capital allocator and primarily serves institutional clients, though its advisory activities also cover portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. Orchard also performs selection-of-other-advisers duties, indicating use of third‑party managers in some portfolios. Fee arrangements include percentage-of-AUM, fixed fees and other structures. The firm does not self-identify as an active ESG investor, is not a multi‑state adviser, and does not act as a pension consultant or related adviser. Ownership is listed as a combination of a domestic entity and an individual.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities72%
- Cash & Cash Equivalents15%
- Private Funds12%
- Derivatives1%
Owners & executives
2 of 2
Blake Harper
Co-Chief Investment Officer, Managing PartnerCRD 2993079

Gery Sadzewicz
Chief Executive OfficerCRD 1090963
Contacts
2 of 2
Valencia Michael
Senior Equity Research AnalystCRD 6528908

Joshua Fairbank
PresidentCRD 3064677
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 130 N Garland Ct
- Time zone
- CT (UTC-6)
- Office locations
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