Orchard Global Asset Management LLP is a large advisory firm based in London. It manages $3.86 billion of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2017.
Orchard Global Asset Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. 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 Global Asset Management LLP is $3.86 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 491% since the beginning of its operation, and $3.68 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Orchard Global Asset Management LLP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Marc Bergeron is pooled investment vehicles with 11 clients and $3.68 billion of assets under management. Among the 8 most similar advisory firms, Orchard Global Asset Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $3.68 billion for 11 clients. 69% of the firm’s clients are foreign persons or businesses.
Orchard Global Asset Management also advises several private funds. Namely, four hedge funds, one private equity fund, and one securitized asset fund. The minimum investment commitment required of non-related persons ranges from $100,000 to $25,000,000.
The company employs 33 people that are either part- or full-time employees. 61 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.
Marc Bergeron has been acting as President since 1 Dec 2017. Simon David James joined the executive team most recently as the Chief Compliance Officer.
The principal office where Orchard Global Asset Management LLP performs its advisory services is located at 108 Cannon Street, London, Ec4 N 6 Eu, 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 44 207 060 0088 or by fax 917 677 5788. The normal business hours are 900-1700 on Monday - Friday. You can find more information about the New York firm at orchardgroup.com.