Ormonde Investment Management, LLC

RIASEC RegisteredEst. 2021

Total AUM

$105M

Discretionary

$90K

0% of AUM

Avg account

$35.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 313328
Registered since: April 2, 2021
Custodians: GOLDMAN BANK EUROPE SE, CITIBANK N.A., LONDON BRANCH, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI99.91%
State / Municipal Government0.06%
Corporations / Businesses0.03%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Ormonde Investment Management, LLC is an independent, SEC-registered advisory firm formed as a limited liability company in 2021. The firm is individually owned and positions itself as a capital allocator that manages portfolios for both individual/family and institutional clients. Compensation comes through a mix of percentage-of-AUM fees and fixed fees. On the advisory side Ormonde provides portfolio management for individuals and small businesses and acts as a selector of outside managers, indicating it relies on third-party managers for at least part of its client solutions. The firm does not identify as an active ESG investor and is not listed as a multi-state or pension consultant adviser.