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 privately held corporation that has been SEC-registered since 1991. The firm provides discretionary portfolio management for individuals, small businesses, and institutional clients. Its client base spans individual and family investors as well as institutional accounts. Fee arrangements include both a percentage-of-AUM schedule and fixed fees. Orleans does not position itself as an ESG investor, is not designated a multi-state adviser on its filings, and is not identified as a capital allocator or pension consultant.
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%
Owners & executives
1 of 1
Carrie Brown
Chief Compliance OfficerCRD 5653005
Contacts
3 of 8
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 51Active vs passive
$84.5M in ETFs
99%
$83.5M
<1%
$1M
| 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 | 9.85% |
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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