OLD ORCHARD CAPITAL MANAGEMENT LP

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Adviser Profile
As of Date 03/21/2024
Adviser Type - Large advisory firm
Number of Employees 15 25.00%
of those in investment advisory functions 9 28.57%
Registration SEC, Approved, 04/28/2014
AUM* 2,380,317,648 14.85%
of that, discretionary 2,380,317,648 14.85%
Private Fund GAV* 2,254,084,802 21.09%
Avg Account Size 297,539,706 -28.22%
SMA’s Yes
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Charitable organizations
- Other investment advisers

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 2B 2B 1B 964M 643M 321M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$2,254,084,802

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Brochure Summary

Overview

Old Orchard is an investment advisory firm with its principal place of business in New York, New York. Old Orchard commenced operations on January 14, 2014. Old Orchard is owned by Ross Jackman and Lawrence R. Fox (the “Principals”) as well as Intricate Bay Capital LLC. The firm is managed by the Principals. Old Orchard provides investment advisory services to its advisory and subadvisory clients (collectively, “Clients”) which includes pooled investment vehicles and separately managed accounts intended for institutional and other sophisticated investors. Investment advisory services provided to each Client are tailored to such Client’s specific investment strategy, objectives and restrictions, as set forth in each investment
advisory agreement, private placement memorandum, offering circular and/or Client constituent document (collectively, “Governing Documents”). The Adviser does not tailor its investment advisory services to the individual needs of investors in the fund Clients. Each Client may have investment restrictions on investing in certain securities or other assets, to the extent that such securities are outside of the applicable Client’s existing investment program and set forth in the Governing Documents. As of December 31, 2023, Old Orchard had approximately $2,380,317,648 in Client regulatory assets under management, all of which were managed on a discretionary basis. The Adviser does not participate in wrap fee programs.