|
⚲
|
| Glenorchy Capital Limited
✚
|
|
|---|---|
| CRD # | 305636 |
| SEC # | 801-117456 |
| CIK # | |
| AUM | $139.5 MM (2023-03-15) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 61416433041 |
| Address | 257 Desmonds Road Boorolite, Australia |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 114 | 77.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 37 | 21.2 |
| (n) Other | 0 | 0.0 |
| Total | 227 | 98.8 |
| By Discretionary | ||
| Discretionary | 227 | 98.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 227 | 98.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 27.4 | |
| United States Persons | 71.4 | |
| Total | 227 | 98.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
J P Davis Inc
✚
|
AZ | 0.1 |
|
Breton Financial Inc
✚
|
NJ | 0.1 |
|
Paolino William John
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|
NY | 0.1 |
|
Para Wealth Advisors Inc
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|
WA | 0.1 |
|
Smith Partners Wealth Management LLC
✚
|
NC | 0.1 |
|
Kowalski Financial Inc
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|
MN | 0.1 |
|
Blong Financial LLC
✚
|
TN | 0.1 |
|
Christian Investment Advisors Inc
✚
|
TX | 0.1 |
|
Golden Bell Financial Planning LLC
✚
|
GA | 0.1 |
|
Innis Investments LLC
✚
|
OH | 0.1 |