|
⚲
|
| Ortelius Capital Partners LLC
✚
|
|
|---|---|
| CRD # | 138284 |
| SEC # | 801-65281 |
| CIK # | 0001769348 |
| AUM | $90.5 M (2025-03-25) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 917-595-5010 |
| Address | 767 5th Avenue New York, NY 10153 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Panthalassa Ventures LP | 2023-03-08 | 0.0 | |
| HF | Temnein Ventures III LP | [2018-03-29] | 2.1 | 2.8 |
| HF | Temnein Ventures II LP | [2016-03-07] | 1.8 | 2.0 |
| HF | Pangaea Ventures LP | [2015-07-09] | 7.0 | 46.6 |
| HF | Temnein Ventures I LP | [2015-07-09] | 5.3 | 0.0 |
| PE | Hermes Ventures LP | 2012-03-26 | 0.0 | |
| PE | Hudson Investors Ltd | 2012-03-26 | 1.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 1 | 42.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 47.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 90.5 |
| By Discretionary | ||
| Discretionary | 3 | 47.6 |
| Non-Discretionary | 1 | 42.9 |
| Total | 4 | 90.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 82.0 | |
| United States Persons | 8.5 | |
| Total | 4 | 90.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Alexander Lu | 6 | |||
| Peter Desorcy | 6 | |||
| Tiffany Chiu | 6 | |||
| Hrh Prince Pavlos | 6 | |||
| Temnein Advisors GP II LLC | 2 | |||
| Shawn Abrams | 2 | |||
| Temnein Advisors GP I LLC | 2 | |||
| Ortelius Advisors LP | 2 | |||
| Temnein Advisors GP III LLC | 1 | |||
| Ortelius Advisors GP I LLC | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001769348] | |
| 4 | [0001769348] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Ortelius Capital Partners, LLC | |
| DeSorcy Peter | |
| Sonida Senior Living Inc | |
| Pangaea Ventures, L.P. | |
| Hudson Investors, Ltd. | |
| Ortelius Advisors, L.P. |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Heirloom Investment Management LLC
✚
|
0.1 | |
|
Heritage Wealth Management Inc
✚
|
MA | 0.1 |
|
Gordon Asset Management LLC
✚
|
TX | 0.1 |
|
Pope Asset Management LLC
✚
|
TN | 0.1 |
|
RGA Investment Advisors LLC
✚
|
NY | 0.1 |
|
Sumnicht & Associates LLC
✚
|
WI | 0.1 |
|
Ecofin Advisors LLC
✚
|
KS | 0.1 |
|
BRS Financial LLC
✚
|
AR | 0.1 |
|
Schmidt Advisory Services Inc
✚
|
IL | 0.1 |
|
Hudson Park Management LLC
✚
|
NY | 0.1 |