Orthogon Partners Investment Management LLC

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Assets, Funds, Holdings

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Orthogon Partners Investment Management LLC
CRD #283384
SEC #801-117078
CIK #0001673889
AUM
Employees 11 (45% Investors, 0% Brokers)
Phone212-658-0732
Address250 West 55th Street
New York, NY 10019-7639
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
3502802101407002011201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
PE Orthogon Partners III LP [2023-03-31] 62.8 19.0
PE Orthogon Partners II AIV LP [2021-03-31] 70.0 54.7
PE Orthogon Partners II ZFV LP [2021-03-31] 5.7 8.4
PE Orthogon CSB LP 2019-06-28 0.6
PE Orthogon P1B LP 2019-06-28 0.5
PE Orthogon Partners II Cayman LLC [2019-06-28] 75.9 4.3
PE Orthogon Partners CIV LP 2019-03-29 4.6
PE Orthogon Partners II LP [2019-03-29] 131.0 49.3
PE Orthogon Partners ZFV LP 2019-03-29 9.6
PE Orthogon Partners IDF LP 2017-03-17 0.2
View All
AUM Breakdown Accounts AUM ($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 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 10 161.0
(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 10 161.0
By Discretionary
Discretionary 10 161.0
Non-Discretionary 0 0.0
Total 10 161.0
By Non-United States Persons
Non-United States Persons 5.4
United States Persons 155.5
Total 10 161.0
Form D Directors # Filings # Firms 2011 - 2025
Branko Belusic 10
Rishi Ganti 9
James Lavelle 3
Dominique Severino 1
EDGAR Form CIK 2011 - 2025
D [0001673889]
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