ORCHARD GLOBAL ASSET MANAGEMENT LLP
Latest filing: Mar 31, 2025 (74 days ago)
AUM
$9,945,869,462
-6% change vs. 1 year ago
-1% change vs. 3 years ago
108% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
71
6% change vs. 1 year ago
42% change vs. 3 years ago
87% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
LONDON,
100 BISHOPSGATE, LONDON, , UNITED KINGDOM, EC2N 4AG
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $8.8 |
| Non-Discretionary | $1.2 |
| Total | $9.9 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $7.6 |
| Institutional | $2.4 |
| Total | $9.9 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| STATE STREET BANK AND TRUST COMPANY | BOSTON-MA-USA | $2.0 |
| NORTHERN TRUST (IRELAND) LIMITED | DUBLIN--IRL | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $2.4 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $2.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 31% | $0.7 |
| Cash | 3% | $0.1 |
| Other | 66% | $1.6 |
| Total | 100% | $2.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| OGAM, LP | $7.3 | 287919 | |
| ELEGANTREE OPPORTUNITIES FUND GP LTD. | $0.0 | - | |
| OGAM LTD. | $0.0 | - | |
| ORCHARD GLOBAL ASSET MANAGEMENT (S) PTE LTD | $0.0 | 163988 | |
| OLEA GP, LTD. | $0.0 | - | |
| OGAM TACTICAL (GP) LTD. | $0.0 | - | |
| TSO GP LIMITED | $0.0 | - | |
| LINDENTREE GP LTD | $0.0 | - | |
| BLACK FOREST GENERAL PARTNER LTD. | $0.0 | - | |
| ORCHARD LIQUID CREDIT GP LTD. | $0.0 | - | |
| OGAM SOFISS GP S.A R.L. | $0.0 | - | |
| OT TREATY OAK GP LLC | $0.0 | - | |
| CHAPELGATE GENERAL PARTNER LTD. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
19 active
| Name | Title |
|---|---|
| HORVATH, PAUL, DOUGLAS | CHIEF EXECUTIVE OFFICER, MEMBER, CLASS A MEMBER |
| WEBER, ANDREW, ADAM | HEAD OF STRUCTURING |
| BERGERON, MARC, NMN | PRESIDENT |
| MICHAUD, PIERRE, FRANÇOIS | GENERAL COUNSEL |
| YOUNG, JOHN, ROBERT | CHIEF INVESTMENT OFFICER, MEMBER, CLASS A MEMBER |
| JAMES, SIMON, DAVID | CHIEF COMPLIANCE OFFICER |
| BURKE, DAVID, ADAM | HEAD OF DISTRIBUTION |
| GENTZEL, HANS, FREDRIK | CHIEF OPERATING OFFICER |
| GUO, JIN, C | CHIEF FINANCIAL OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $9.9 | $0.0 | 0% | 71 | 0 | 0% |
| 2025-04-21 | $9.9 | $0.0 | 0% | 71 | 0 | 0% |
| 2024-04-02 | $10.5 | -$0.6 | -6% | 67 | 4 | 6% |
| 2023-04-04 | $9.4 | $0.6 | 6% | 58 | 13 | 22% |
| 2022-04-01 | $10.0 | -$0.1 | -1% | 50 | 21 | 42% |
| 2021-04-05 | $5.7 | $4.2 | 74% | 43 | 28 | 65% |
| 2020-04-01 | $4.8 | $5.2 | 108% | 38 | 33 | 87% |
| 2019-04-01 | $3.9 | $6.1 | 158% | 33 | 38 | 115% |
| 2018-04-02 | $0.9 | $9.0 | 1003% | 20 | 51 | 255% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV