Orchard Holdings Group, Llc (Cincinnati)
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...
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.
Orchard Holdings Group: assets under management
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.
Orchard Holdings Group has custody of $273.7 million in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in other assets the most. They account for 100% of the total AUM.
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