Ortelius Capital Partners

RIASEC Registered
Total AUM
$144M
Discretionary
$71.4M
50% of AUM
Avg account
$47.9M
Accounts
3
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
138284
Registered since
February 21, 2006
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

FINTRX

Overview

Ortelius Capital Partners is a limited liability company that operates as both an independent registered investment adviser and a hedge fund manager. The firm registered with the SEC in 2006 and is owned by an individual. It functions as a capital allocator, providing portfolio management services to individuals and small businesses as well as to pooled investment vehicles. Fee arrangements include a percentage-of-assets component alongside performance-based fees, consistent with its hedge-fund activities. Ortelius is not positioned as an ESG investor, does not identify as a multi-state adviser, and does not act as a pension consultant. The firm also serves as a sponsor, general partner, and managing member of pooled investment vehicles it advises.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 93%, Exchange Traded Equities 7%93%
  • Private Funds93%
  • Exchange Traded Equities7%

Owners & executives

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Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth