Overview
Assets Under Management: $371 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 1
Average Client Assets: $58.7 million
Frequently Asked Questions
ORCHARD CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #269957), ORCHARD CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ORCHARD CAPITAL MANAGEMENT, LLC is headquartered in CHICAGO, IL.
ORCHARD CAPITAL MANAGEMENT, LLC serves 1 high-net-worth clients according to their SEC filing dated December 09, 2024. View client details ↓
According to their SEC Form ADV, ORCHARD CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ORCHARD CAPITAL MANAGEMENT, LLC manages $371 million in client assets according to their SEC filing dated December 09, 2024.
According to their SEC Form ADV, ORCHARD CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.84%
Average Client Assets: $58.7 million
Total Client Accounts: 31
Discretionary Accounts: 31
Regulatory Filings
CRD Number: 269957
Filing ID: 1918878
Last Filing Date: 2024-12-09 10:54:00