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Orchard Advisors LLC

● SEC registered since 2020CRD 284061SEC# 801-120137
Export (members)
Reg. AUM
$89.2M
Employees
4
Accounts
340
Location

Orchard Advisors LLC assets under management

Orchard Advisors LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2020. It reports $89.2 million in regulatory assets under management and employs 4 people.

Orchard Advisors LLC owners & executives

1 reported
NameTitleOwnershipSince
Andrew Paul Nardella ControlCco, Ceo, Cfo, Coo, Chief Legal OfficerOver 75%2016

Frequently asked questions

How much does Orchard Advisors LLC manage?

Orchard Advisors LLC reports $89.2 million in regulatory assets under management on its Form ADV.

How many employees does Orchard Advisors LLC have?

Orchard Advisors LLC reports 4 employees.

Does Orchard Advisors LLC disclose fund performance?

Orchard Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone315-655-1072
Fax315-655-3273
Office hours8 a.m. To 5:30p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$89.2M▲ 27%
Jan '25 — $70.3MFeb '25 — $70.3MMar '25 — $74.1MApr '25 — $74.1MMay '25 — $74.1MJun '25 — $74.1MJul '25 — $74.1MAug '25 — $74.1MSep '25 — $74.1MOct '25 — $74.1MNov '25 — $74.1MDec '25 — $74.1MJan '26 — $74.1MFeb '26 — $74.1MMar '26 — $89.2MApr '26 — $89.2MMay '26 — $89.2MJun '26 — $89.2M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$89.2Mregulatory AUM
Discretionary $65.8MNon-discretionary $23.4M