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⚲
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| Orchard Advisors LLC
✚
|
|
|---|---|
| CRD # | 284061 |
| SEC # | 801-120137 |
| CIK # | |
| AUM | $60.6 MM (2023-03-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 315-655-1072 |
| Address | 4710 Syracuse Rd Cazenovia, NY 13035 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 60.6 |
| (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 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 222 | 60.6 |
| By Discretionary | ||
| Discretionary | 177 | 43.6 |
| Non-Discretionary | 45 | 17.0 |
| Total | 222 | 60.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 60.6 | |
| Total | 222 | 60.6 |
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|---|---|---|
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|
0.1 | |
|
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|
0.1 | |
|
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