|
⚲
|
| Orvieto Partners LP
✚
|
|
|---|---|
| CRD # | 313475 |
| SEC # | 801-130730 |
| CIK # | |
| AUM | $172.8 MM (2024-06-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 781-733-4745 |
| Address | 21 Custom House St Boston, MA 02110 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Orvieto Fund LP | [2021-04-12] | 135.5 | 172.8 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 172.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 172.8 |
| By Discretionary | ||
| Discretionary | 1 | 172.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 172.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 172.8 | |
| Total | 1 | 172.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Michael Tucker | 9 | ||
| Tim Caffrey | 5 | ||
| Orvieto GP LP | 1 | ||
| Orvieto Partners LP | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Crown Management Advisors LLC
✚
|
GA | 0.2 |
|
REB Capital Management LLC
✚
|
TX | 0.2 |
|
Aigen Investment Management LP
✚
|
NY | 0.2 |
|
Sustainable Insight Capital Management LLC
✚
|
NY | 0.2 |
|
Newfoundland Capital Management US LLC
✚
|
FL | 0.2 |
|
Teca Partners LP
✚
|
TX | 0.2 |
|
Oracle Alpha Inc
✚
|
0.2 | |
|
Aikya Investment Management Limited
✚
|
0.2 | |
|
Cunning Capital LLC
✚
|
NC | 0.2 |
|
Lone Peak Partners Management LP
✚
|
NY | 0.2 |