ORCHARD CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2015

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 investment adviser organized as an LLC and operating since 2015. The firm describes itself as a capital allocator serving institutional clients and is owned by a combination of a domestic entity and an individual. Fee arrangements include percentage-of-AUM billing as well as fixed fees and other fee structures. Orchard performs portfolio management across client types — individuals and small businesses, pooled investment vehicles, and institutions — and also engages in selection of external advisers. The firm is not an active ESG investor, does not register as a multi-state adviser, and does not act as a pension consultant. It maintains industry affiliations that include broker-dealer relationships in addition to its investment-adviser role.