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Adviser Profile

Registration status Registration Changed to ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC
As of Date 08/02/2024
Adviser Type - Large advisory firm
Number of Employees 11
of those in investment advisory functions 5
AUM* 160,963,431 -29.32%
of that, discretionary 160,963,431 -29.32%
Private Fund GAV* 0 -100.00%
Avg Account Size 16,096,343 -29.32%
SMA’s No
Private Funds 0 10
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
301M 258M 215M 172M 129M 86M 43M
2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary