Ormonde Investment Management, LLC

Overview

Ormonde Investment Management, LLC is an independent registered investment adviser owned by an individual that serves both high-net-worth individuals and families as well as institutional clients. The firm bills clients via a mix of percentage-of-AUM and fixed fees. It does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or newly formed adviser. Public filing notes the firm has roles beyond portfolio advisory—acting as an investment adviser and sponsor and serving as a general partner/managing member of pooled investment vehicles—which suggests involvement in operating or sponsoring pooled strategies in addition to advisory work.

Assets & Accounts

Public Holdings

Investments & Alternatives