Overview
Assets Under Management: $144 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 1
Average Client Assets: $72.3 million
Frequently Asked Questions
ORTELIUS CAPITAL PARTNERS 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 #138284), ORTELIUS CAPITAL PARTNERS is subject to fiduciary duty under federal law.
ORTELIUS CAPITAL PARTNERS is headquartered in NEW YORK, NY.
ORTELIUS CAPITAL PARTNERS serves 1 high-net-worth clients according to their SEC filing dated March 09, 2026. View client details ↓
According to their SEC Form ADV, ORTELIUS CAPITAL PARTNERS offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
ORTELIUS CAPITAL PARTNERS manages $144 million in client assets according to their SEC filing dated March 09, 2026.
According to their SEC Form ADV, ORTELIUS CAPITAL PARTNERS serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 1
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.30%
Average Client Assets: $72.3 million
Total Client Accounts: 3
Discretionary Accounts: 2
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 138284
Filing ID: 2058372
Last Filing Date: 2026-03-09 07:31:18