|
⚲
|
| Keyboard |
| Ormonde USA LLC
✚
|
|
|---|---|
| CRD # | 313328 |
| SEC # | 801-120659 |
| CIK # | |
| AUM | 97.7 M (2026-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 442045243210 |
| Address | Unit 21 Aylsham Business Park Aylsham, United Kingdom |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| LF | Ormonde Income Fund I LP | [2025-02-10] | ||
| Filed 2025-05-29 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $1,250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 97.7 |
| (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 | 1 | 97.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 97.7 |
| Total | 1 | 97.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 97.7 | |
| United States Persons | 0.0 | |
| Total | 1 | 97.7 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Stephen Smith | Executive Officer | 109 | 9 | |
| Fraser Marcus | Executive Officer | 4 | 4 | |
| Ormonde USA LLC NA | Promoter | 1 | 1 | |
| Ormonde GP 1 LLC NA | Promoter | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Chamberlain Lane Capital LLC
✚
|
TN | 100.0 M |
|
Sundowner Capital Management LLC
✚
|
99.7 M | |
|
Synergy Capital of Colorado LLC
✚
|
CO | 98.8 M |
|
Lake Road Advisors LLC
✚
|
NY | 98.8 M |
|
Investor's Advantage LLC
✚
|
98.7 M | |
|
Luther Forest Wealth Advisors LLC
✚
|
NY | 98.6 M |
|
LPK Investment Group LLP
✚
|
NY | 98.0 M |
|
Berkshire Advisors Inc
✚
|
PA | 97.1 M |
|
Stratacore Capital Management LLC
✚
|
NY | 97.0 M |
|
Penserra Global Investors LLC
✚
|
CA | 96.2 M |