ORTELIUS CAPITAL PARTNERS
Firm details
- Headquarters
- New York, New York
- CRD number
- 138284
- Registered since
- February 21, 2006
- Website
- www.orteliusinvestments.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI50.3%
- Pooled Investment Vehicles49.7%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Ortelius Capital Partners is an SEC-registered investment adviser and limited liability company that operates as both a hedge fund manager and an independent RIA. The firm acts as a capital allocator, working with individual and family clients as well as institutional investors. Its advisory remit includes discretionary portfolio management for individuals and small businesses and management of pooled investment vehicles. Compensation combines an asset-based fee and performance-linked fees, reflecting a hedge-fund style economics. Ortelius does not present itself as an active ESG investor and is not registered as a multi-state adviser. The firm also serves in sponsor and general-partner roles for pooled vehicles, indicating it originates and manages funds in addition to allocating to third-party managers. Its structure and fee arrangement suggest a hybrid approach: running proprietary pooled strategies while allocating client capital to external alternative managers where appropriate.
Assets & Accounts
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
- Private Funds93%
- Exchange Traded Equities7%
Contacts
2 of 2OF GREECE HRH PRINCE PAVLOS
Managing MemberCRD 5055991
PETER DESORCY
Managing MemberCRD 5055987
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 767 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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