Orange Investment Advisors, LLC (Winter Park)

Orange Investment Advisors, LLC is an investment adviser to an investment company based in Winter Park. It manages $40 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Florida.

Orange Investment Advisors provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Orange Investment Advisors: assets under management

The assets under management (AUM) of Orange Investment Advisors, LLC is $40 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $40 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $40 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Orange Investment Advisors, LLC for their services and products based on a percentage of assets under management. 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.

What kind of clients Orange Investment Advisors serves?

The only and largest group of clients of Orange Investment Advisors is investment companies with 1 clients and $40 million of assets under management. Among the 3 most similar advisory firms, Orange Investment Advisors has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $40 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Orange Investment Advisors doesn't advise any private funds.

Careers at Orange Investment Advisors, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Oia Management Holdings Llc	Member	1 Jun 2017	50% - 75%	82-1996536
Bp Structured Investments Llc	Member	1 Jun 2017	25% - 50%	82-2025998
Jerald P. Menozzi	Chief compliance officer	1 Sep 2017	50% - 75%	5791031

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Boris Peresechensky	Managing member	1 Feb 2017	25% - 50%	4012834
Jerald P. Menozzi	Managing member	1 Jun 2017	50% - 75%	5791031

Based in Winter Park

The principal office where Orange Investment Advisors, LLC performs its advisory services is located at 243 W. Park Avenue, Winter Park, FL 32789 7001, 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 407-758-4082. The normal business hours are 9:00a - 5:00p on Monday - Friday.