Orchard Investment Partners

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
,
CRD number
334808
Registered since
February 3, 2025

Firm profile

FINTRX

Overview

Orchard Investment Partners operates as a limited liability company that registered with the SEC in 2025. The firm is structured with domestic entity and individual ownership and is categorized as unclassified in FINTRX. Its reported business activity centers on sponsoring and managing pooled investment vehicles: the firm acts as sponsor, general partner, and managing member for private investment vehicles rather than running a broad retail advisory business. FINTRX flags Orchard as not an active ESG investor and not 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

Owners & executives

1 of 1
  • Mark Tresnowski

    Mark Tresnowski

    Co-Founder and Chief Operating OfficerCRD 6028184

Contacts

1 of 1
  • Scott Pasquini

    Scott Pasquini

    Managing DirectorCRD 4426661

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth