ORVIETO PARTNERS, L.P.
Adviser information for ORVIETO PARTNERS, L.P. last updated from Form ADV on March 14th, 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 Partnership |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 0 |
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Investment Advisory/Research | 0 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
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Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
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 | – |
---|---|
Compensation | – |
Identifiers
SEC RIA File Number | 802-121195 |
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SEC ERA File Number | 802-121195 |
SEC CIK Numbers | None |
SEC CRD Numbers | 313475 |
Legal Entity Identifier | None |
Principal Office
21 CUSTOM HOUSE ST.SUITE 910
BOSTON
MA
United States
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Tel: 781-733-4745, Fax: None
Chief Compliance Officer
TIM CAFFREY
CHIEF OPERATING OFFICER
21 CUSTOM HOUSE ST.
SUITE 910
BOSTON
MA
United States
Tel:
781-444-0282
C******@******************M
(Full email address available in API data)
Industry Affiliates
ORVIETO GP, L.P. | Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
ORVIETO FUND, L.P. | Hedge Fund | $166.4M | $1.0M | 44 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
ORVIETO PARTNERS, GP, LLC | Domestic Entity | – | GENERAL PARTNER | 03/2021 | < 5% |
TUCKER, MICHAEL, JAMES | Individual | ORVIETO PARTNERS, GP, LLC | MANAGING MEMBER | 03/2021 | > 75% |
TUCKER, MICHAEL, JAMES | Individual | – | MANAGING MEMBER | 03/2021 | > 75% |
CAFFREY, TIMOTHY, GARRETT | Individual | – | MEMBER | 03/2021 | 10-25% |