|
⚲
|
| Orange Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 289406 |
| SEC # | 801-111976 |
| CIK # | 0000943442 |
| AUM | $765.0 M (2026-03-30) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 407-758-4082 |
| Address | 250 S Park Avenue Winter Park, FL 32789-7001 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000943442 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 39.4 | ||
| Orange County Bancorp Inc /DE/ | 33.9 | ||
| Nvidia Corp | 32.4 | ||
| Intuitive Surgical Inc | 30.3 | ||
| Microsoft Corp | 25.1 | ||
| Apple Inc | 24.6 | ||
| Alphabet Inc | 22.1 | ||
| Amazon Com Inc | 16.6 | ||
| KLA Tencor Corp | 16.1 | ||
| Ciena Corp | 14.7 | ||
| J P Morgan Chase & Co | 13.3 | ||
| Broadcom Inc | 11.3 | ||
| American Express Co | 10.6 | ||
| AbbVie Inc | 9.9 | ||
| Visa Inc | 9.0 | ||
| Facebook Inc | 8.9 | ||
| Medtronic Holdings Ltd | 8.8 | ||
| Thermo Fisher Scientific Inc | 7.6 | ||
| Autozone Inc | 7.2 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Orange Credit Dislocation Fund LP | 2021-03-31 | 22.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 1 | 336.8 |
| (d) Investment companies | 1 | 408.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 20.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 765.0 |
| By Discretionary | ||
| Discretionary | 2 | 428.2 |
| Non-Discretionary | 1 | 336.8 |
| Total | 3 | 765.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 765.0 | |
| Total | 3 | 765.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000943442] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Intrinsic Edge Capital Management LLC
✚
|
IL | 0.8 |
|
Lodge Hill Capital LLC
✚
|
NY | 0.8 |
|
Benchmark Plus Management LLC
✚
|
WA | 0.8 |
|
Coinfund Management LLC
✚
|
NY | 0.8 |
|
Lepercq de Neuflize Asset Management LLC
✚
|
NY | 0.8 |
|
Stonecastle Advisors LLC
✚
|
NY | 0.8 |
|
Stempoint Capital LP
✚
|
NY | 0.8 |
|
Sciencast Management LP
✚
|
NJ | 0.8 |
|
Shrewsbury River Capital LP
✚
|
NJ | 0.8 |
|
Riva Ridge Capital Management LP
✚
|
NY | 0.8 |