Jerald
Menozzi

Orange Investment Advisors, LLC

CRD#5791031
Investment Advisor
in Winter Park, FL

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About this Advisor

Jerald Menozzi is a financial advisor based in Winter Park, Florida, working with Orange Investment Advisors, LLC. Jerald has previously held positions at Orange Investment Advisors, LLC and Semper Capital Management, L.P. Jerald is registered to provide services in Florida. Currently, Jerald is part of Orange Investment Advisors, LLC, which operates out of Winter Park, Florida. The firm has 4 employees and manages assets totaling $555.9 million. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Orange Investment Advisors, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

250 S Park Avenue Ste 370
Winter Park, FL 32789-7001

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Orange Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$555,879,186

FL Average: $1,855,561,029
Total Number of Employees

4

FL Average: 62
Total Number of Accounts

3

FL Average: 2,474
Average Account Size

$185,293,062

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Jerald Menozzi Work History

2017 - Present (7 years)

Orange Investment Advisors, LLC

2013 - 2017 (4 years)

Semper Capital Management, L.P

Disclosures

Please visit the SEC profile of Jerald Menozzi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Orange Investment Advisors, LLC

Boris Peresechensky
Winter Park, FL
Jerald Menozzi
Winter Park, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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