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⚲
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| Old Orchard Capital Management LP
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| |
|---|---|
| CRD # | 170641 |
| SEC # | 801-79641 |
| CIK # | |
| AUM | $2.4 BB (2024-03-21) |
| Employees | 15 (60% Investors, 0% Brokers) |
| Phone | 212-331-6920 |
| Address | 340 Madison Avenue, Suite 3B New York, NY 10173 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Old Orchard Credit Master Fund LP | [2017-03-06] | 478.3 | 2,254.1 |
| HF | Old Orchard Credit Fund LP | [2014-08-21] | 478.3 | 54.2 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 2.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 2.4 |
| By Discretionary | ||
| Discretionary | 8 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 0.8 | |
| Total | 8 | 2.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Lawrence Fox | 9 | ||
| Ross Jackman | 2 | ||
| Old Orchard Capital GP LLC | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Alpha Cubed Investments LLC
✚
|
CA | 2.5 |
|
Hudson Edge Investment Partners Inc
✚
|
NJ | 2.5 |
|
SBB Research Group LLC
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|
IL | 2.5 |
|
Litman Gregory Wealth Management LLC
✚
|
CA | 2.4 |
|
Acorn Advisory Capital LP
✚
|
NY | 2.4 |
|
Arcus Capital Partners LLC
✚
|
GA | 2.4 |
|
Berkshire Asset Management LLC
✚
|
PA | 2.3 |
|
Port Capital LLC
✚
|
IL | 2.3 |
|
Zazove Associates LLC
✚
|
NV | 2.3 |
|
Cambria Investment Management LP
✚
|
CA | 2.2 |