ORDERLY FINANCE

Overview

Orderly Finance is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm offers a mix of financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and it also performs selection-of-other-advisers work—indicating a role as an allocator to third‑party managers in addition to in‑house management. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly, fixed, and performance‑based fee options, which supports both traditional advisory mandates and incentive‑aligned alternative investments. Investment activity centers on pooled public vehicles for core exposure and an allocation program into third‑party alternative managers. The firm does not report an ESG focus. Given the modest client base and the structure of services, Orderly Finance appears to run concentrated, customized relationships rather than a high‑volume retail model, using outside managers where specialized access or operational scale is required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices