Ortelius Capital Partners
Firm details
- Headquarters
- ,
- CRD number
- 138284
- Registered since
- February 21, 2006
- Website
- www.orteliusinvestments.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI50.3%
- Pooled Investment Vehicles49.7%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Ortelius Capital Partners is a limited liability company that operates as both an independent registered investment adviser and a hedge fund manager. The firm registered with the SEC in 2006 and is owned by an individual. It functions as a capital allocator, providing portfolio management services to individuals and small businesses as well as to pooled investment vehicles. Fee arrangements include a percentage-of-assets component alongside performance-based fees, consistent with its hedge-fund activities. Ortelius is not positioned as an ESG investor, does not identify as a multi-state adviser, and does not act as a pension consultant. The firm also serves as a sponsor, general partner, and managing member of pooled investment vehicles it advises.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Private Funds93%
- Exchange Traded Equities7%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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