Orchard Capital Management, LLC

RIASEC RegisteredEst. 2015
Total AUM
$112M
Discretionary
$112M
100% of AUM
Avg account
$3.5M
Accounts
32
Employees
5
Advisory reps
4

Firm details

Headquarters
Chicago, Illinois
CRD number
269957
Registered since
August 10, 2015
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 72%, Cash & Cash Equivalents 15%, Private Funds 12%, Derivatives 1%72%
  • Exchange Traded Equities72%
  • Cash & Cash Equivalents15%
  • Private Funds12%
  • Derivatives1%

Owners & executives

2 of 2
  • Blake Harper

    Blake Harper

    Co-Chief Investment Officer, Managing PartnerCRD 2993079

  • Gery Sadzewicz

    Gery Sadzewicz

    Chief Executive OfficerCRD 1090963

Contacts

2 of 2
  • Valencia Michael

    Valencia Michael

    Senior Equity Research AnalystCRD 6528908

  • Joshua Fairbank

    Joshua Fairbank

    PresidentCRD 3064677

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth