Ormonde Investment Management, Llc
- Regulatory AUM
- $105M
- Discretionary
- $90.0K
- Clients
- 3
- Avg AUM / client
- $35.1M
- Accounts
- 3
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jul 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $105M | 99.9% |
| State or municipal government entities | 1 | $60.0K | 0.06% |
| Corporations and other businesses | 1 | $30.0K | 0.03% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Smith, Stephen, Mark | Chief Compliance Officer, Manager | Jan 2021 (6y) | Less than 5% | |
| Winn, Christopher, Scott | Manager | Jan 2021 (6y) | 75% or more | |
| Marcus, Fraser, Eliot | Manager | Dec 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Greenchain Capital Llc | Member | Dec 2023 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Goldman Bank Europe Se $70.8M (67% of AUM) Jul 2026
- Citibank $34.5M (33% of AUM) Jul 2026
- J.P. Morgan $90.0K (0% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗