Ortelius Capital Partners
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Overview
Ortelius Capital Partners is a financial advisor company based in New York, New York. Ortelius Capital Partners has $151.7 million in assets across seven client accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). The company has a small team, including 3 financial advisors. Ortelius Capital Partners is not a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like stocks, bonds and options.
Ortelius Capital Partners manages all of its client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make transaction choices for the client's account without needing to seek the client's consent. The company's typical account size is $21.7 million. The typical financial advisor at Ortelius Capital Partners administers around two client accounts, placing it among the most individualized firms in the country.
Ortelius Capital Partners's main office is at 450 Park Avenue, New York, New York 10022.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ortelius Capital Partners by the Numbers
$151.7 million
3
7
$21.7 million
Fee Structure
A financial advisor's fees typically depend on the type of financial services provided. However, fees billed by the firm can consist of some blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Ortelius Capital Partners.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its seven accounts, Ortelius Capital Partners's biggest client group is pooled investment vehicles. About 57% of the firm's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ortelius Capital Partners does not have any disclosures.
Please visit its Form ADV for more details.
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