Orkila Management, LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$66.6M
Accounts
17
Employees
9
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
171242
Registered since
June 6, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Orkila Management, LLC is structured as a private equity manager that advises pooled investment vehicles and serves as sponsor, general partner and managing member on those vehicles. The firm is SEC-registered (since 2014) and identifies an institutional client base. Its advisory mandate centers on portfolio management for closed-ended/private pooled funds rather than direct retail wealth management. Fee arrangements combine a percentage-of-assets model with performance-based fees, aligning compensation with fund performance. Orkila does not characterize itself as an active ESG investor in its filings.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • Avery DeBiasi

    Avery DeBiasi

    Chief Financial OfficerCRD 7311226

Contacts

1 of 1
  • Taylor Storms

    Taylor Storms

    PartnerCRD 5355602

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
122 Hudson St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth