ORTELIUS CAPITAL PARTNERS

RIASEC RegisteredEst. 2006
Total AUM
$144M
Discretionary
$71.4M
50% of AUM
Avg account
$47.9M
Accounts
3
Employees
1
Advisory reps
2

Firm details

Headquarters
New York, New York
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

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

Contacts

2 of 2
  • OF GREECE HRH PRINCE PAVLOS

    Managing MemberCRD 5055991

  • PETER DESORCY

    Managing MemberCRD 5055987

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth