ORNATE INVESTMENT MANAGERS LLC

Overview

Ornate Investment Managers LLC is an individually owned investment advisory limited liability company that offers discretionary portfolio management and pension consulting. The firm’s stated advisory activities cover portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its fee approach is flexible: it can charge a percentage of assets under management, hourly fees, or fixed fees depending on client engagement. Investment activity centers on blending traditional mutual funds and corporate debt with allocations to third-party alternative managers. The firm identifies private equity, hedge funds, private placements and real estate as usable alternative sleeves, signaling a willingness to employ less-liquid, higher-complexity strategies alongside core holdings. Ornate is not identified as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices