Orenta Capital
Firm details
- Headquarters
- Rockford, Illinois
- CRD number
- 342838
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Orenta Capital is a privately held limited liability company registered in Illinois and owned by an individual principal. The firm concentrates on advisory work rather than institutional asset management: its stated activities are financial planning and discretionary portfolio management for individual clients and small-business owners. Pricing is by a combination of a percentage-of-assets fee and fixed-fee engagements, reflecting a mix of ongoing portfolio oversight and standalone planning projects. The firm is not flagged as an active ESG investor and does not present itself as a capital allocator or pension consultant. Its regulatory and business profile is classified as unclassified in the source data.
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
Location
Rockford, IL
Winnebago
Location
Rockford, IL
Headquartered in Rockford, IL, anchoring the Rockford-Freeport-Rochelle, IL metro in the Midwest.
- Metro area
- Rockford-Freeport-Rochelle, IL
- Region
- Midwest
- County
- Winnebago
- Address
- 1946 Daimler Rd
- Time zone
- CT (UTC-6)
- Office locations
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