Orchard Platform Advisors, LLC is a mid-sized advisory firm based in New York. It manages $73.8 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New York.
Orchard Platform Advisors provides non-discretionary order management, administrative, analytical and informational services regarding marketplace lending products. 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 Platform Advisors, LLC is $73.8 million. $47.01 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Orchard Platform 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.
The only and largest group of clients of Orchard Platform Advisors is other investment advisers with 3 clients and $22.02 million of assets under management. Among the 6 most similar advisory firms, Orchard Platform Advisors has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $22.02 million for 3 clients. 40% of the firm’s clients are foreign persons or businesses.
Orchard Platform Advisors doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 100 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.
The principal office where Orchard Platform Advisors, LLC performs its advisory services is located at 55 West 21 St Street, New York, NY 10010, 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 646-918-5012 or by fax 866-620-5399. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at orchardplatform.com.