ORANGE INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2017

Total AUM

$765M

Discretionary

$428M

56% of AUM

Avg account

$255M

Accounts

Employees

Advisory reps

Firm details

Headquarters: WINTER PARK, Florida
CRD number: 289406
Registered since: October 27, 2017
Custodians: FEDERAL HOME LOAN BANK OF ATLANTA
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Investment Companies53.33%
Banking / Thrift Institutions44.03%
Pooled Investment Vehicles2.63%
Services: Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Orange Investment Advisors, LLC is a privately held hedge fund adviser that registered with the SEC in 2017 and operates as an LLC. The firm focuses on institutional clients and provides portfolio management for investment companies, pooled investment vehicles and for businesses or institutions. Its compensation mixes a percentage-of-AUM charge with performance-based fees consistent with hedge fund economics. Orange is not identified as an active ESG investor, is not a multi-state adviser, and is not classified as a capital allocator; it also reports roles as sponsor, general partner and managing member of pooled investment vehicles.