Orange Investment Advisors, LLC

RIASEC Registered
Total AUM
$765M
Discretionary
$428M
56% of AUM
Avg account
$255M
Accounts
3
Employees
4
Advisory reps
3

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 limited liability company that operates as a hedge-fund style adviser to institutional clients. The firm is registered with the SEC (initial registration reported in 2017) and provides portfolio management across pooled vehicles, investment companies and institutional accounts. Its commercial model combines an asset‑based management fee with performance-based compensation. Orange also functions in sponsor and general partner roles and serves as a managing member for pooled investment vehicles. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Winter Park, FL

Orange

Location

Winter Park, FL

Headquartered in Winter Park, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Orange
Address
250 S Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth