Glenorchy Capital Limited
Firm details
- Headquarters
- ,
- CRD number
- 305636
- Registered since
- November 22, 2019
- Website
- www.glenorchycapital.net
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI90.78%
- Corporations / Businesses6.37%
- Pooled Investment Vehicles2.85%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Glenorchy Capital Limited is a corporation that operates as a hedge-fund style investment adviser, first registered with the SEC in 2019 and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, providing portfolio management for private clients, pooled investment vehicles, and businesses or institutional accounts. Its compensation combines an asset-based fee with performance-based fees. The firm is active in sponsor and management roles for pooled vehicles — it functions as a general partner/managing member and has affiliations as a CPO/CTA or sponsor in some structures. Glenorchy Capital Limited does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities94%
- Derivatives4%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Christopher MacIntosh
Founder and AuthorCRD 7172435

Bradley McFadden
DirectorCRD 7172434
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$29.2M in ETFs
100%
$29.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI BRAZIL ETF (EWZ) | BlackRock | Passive | Latin America Stock | $9.3M | 268,876 | 31.75% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Blacktower Financial Management (US) LLC
RIAOrlando, FL
O'Brien Investment Management, LLC
RIATorrance, CA
Westpark Wealth Advisors, Inc.
RIAHouston, TX
Madrone Investment Advisory, LLC
RIASan Rafael, CA
3spoke Management, LLC
RIAIrvine, CA
Wasatch Investment Fund Manager, LLC
RIALogan, UT