ORMONDE INVESTMENT MANAGEMENT, LLC

Overview

Ormonde Investment Management, LLC operates as a small, client-focused capital allocator that concentrates on individualized portfolio construction and third-party manager selection. The firm serves individual and family clients, charging fixed fees and operating in a non-discretionary capacity, which means investment decisions are implemented with client approval rather than at the adviser’s unilateral discretion. Its stated advisory activities emphasize direct portfolio management for individuals and small businesses plus the selection of other advisers, signaling a hybrid approach that mixes proprietary portfolio design with outsources to specialist managers. Equity exposure is the dominant theme in Ormonde’s public-facing allocations, but the firm also integrates multiple alternative strategies. The combination of exchange-traded equities and an active program of allocations to private equity, venture capital, hedge funds, real estate and private credit indicates a multi-asset approach geared toward long-term growth and diversification beyond vanilla long-only stock portfolios. Ormonde is not positioned as an ESG-driven adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices