Orleans Capital Management Corp
Firm details
- Headquarters
- Mandeville, Louisiana
- CRD number
- 111359
- Registered since
- August 2, 1991
- Website
- orleanscapital.com
- Custodians
- ARGENT TRUST, THE BANK OF NEW YORK MELLON, U.S. BANCORP INVESTMENTS, INC., HANCOCK WHITNEY INVESTMENT SERVICES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- State / Municipal Government80.69%
- Charitable Organizations8.02%
- HNWI7.69%
- Insurance Companies2.79%
- Individuals0.52%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Orleans Capital Management Corp is a corporate investment adviser that has been SEC-registered since 1991 and serves both individual/family and institutional clients. The firm provides portfolio management for individuals, small businesses and for business or institutional accounts. Its fee arrangements combine percentage-of-AUM billing with fixed fees. The firm does not identify as an active ESG investor and is not marked as a multi-state adviser in the source data. Regulatory and business affiliations noted in filings include roles or relationships with other investment advisers, registered municipal advisor activity, banking or thrift institution connections, trust company services and insurance company ties. The firm’s stated asset-preference tilt on filings is toward fixed income.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- US Government Bonds47%
- Investment Grade Corp Bonds22%
- Cash & Cash Equivalents12%
- Exchange Traded Equities9%
- State & Local Bonds8%
Contacts
3 of 7
Emily Becker
PresidentCRD 2440584
Eugenie Fromherz
AssociateCRD 7008711
Claire Crane
AssociateCRD 8074364
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 102Active vs passive
$169M in ETFs
99%
$167M
<1%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $8.3M | 43,670 | 4.92% |
Location
Mandeville, LA
Saint Tammany
Location
Mandeville, LA
Headquartered in Mandeville, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Saint Tammany
- Address
- 830 W Causeway Approach
- Time zone
- CT (UTC-6)
- Office locations
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