Orchard Holdings Group, LLC is a large advisory firm based in Cincinnati. It manages $309.83 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Ohio.
Orchard Holdings Group provides portfolio management for pooled investment vehicles and private equity investment opportunities. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Orchard Holdings Group, LLC is $309.83 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Orchard Holdings Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Phil Collins is pooled investment vehicles with 10 clients and $282.54 million of assets under management. Among the 5 most similar advisory firms, Orchard Holdings Group has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $309.83 million for 18 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Orchard Holdings Group also advises several private funds. Namely, nine private equity funds.
The company employs 7 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Phil Collins has been acting as President since 1 Dec 2015. Jocelyn M Dalkin joined the executive team most recently as the Chief Compliance Officer.
The principal office where Orchard Holdings Group, LLC performs its advisory services is located at 8044 Montgomery Road, Cincinnati, OH 45236, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-754-3500 or by fax 513-754-3595. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at orchardholdings.com/.