ORANGE INVESTMENT ADVISORS, LLC
Adviser information for ORANGE INVESTMENT ADVISORS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $330.7M |
| Non-Discretionary | 1 | $225.2M |
| Total | 3 | $555.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | <5 | $225.2M |
| Investment companies | 1 | $316.1M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $14.6M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-111976 |
|---|---|
| SEC ERA File Number | 801-111976 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289406 |
| Legal Entity Identifier | 549300OVFGR3L64PUV52 |
Principal Office
250 S PARK AVENUESTE 370
WINTER PARK
FL
United States
Monday - Friday, 9:00A - 5:00P
Tel: 407-758-4082, Fax: None
Websites
Chief Compliance Officer
JERALD P. MENOZZI, JR.
PRINCIPAL
250 S PARK AVENUE
SUITE 370
WINTER PARK
FL
United States
Tel:
407-960-6200
J**@***********M
(Full email address available in API data)
Regulatory Contact
BORIS PERESECHENSKY
PRINCIPAL
250 S PARK AVENUE
SUITE 370
WINTER PARK
FL
United States
Tel:
407-960-6194
B****@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| ORANGE CREDIT DISLOCATION FUND, LP | Hedge Fund | $14.6M | $0.2M | 6 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MENOZZI, JERALD, PAUL | Individual | – | CHIEF COMPLIANCE OFFICER | 09/2017 | < 5% |
| OIA MANAGEMENT HOLDINGS LLC | Domestic Entity | – | MEMBER | 06/2017 | 50-75% |
| BP STRUCTURED INVESTMENTS LLC | Domestic Entity | – | MEMBER | 06/2017 | 25-50% |
| MENOZZI, JERALD, PAUL | Individual | OIA MANAGEMENT HOLDINGS LLC | MANAGING MEMBER | 06/2017 | > 75% |
| PERESECHENSKY, BORIS | Individual | BP STRUCTURED INVESTMENTS LLC | MANAGING MEMBER | 02/2017 | > 75% |