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Ormonde USA LLC

● SEC registered since 2021CRD 313328SEC# 801-120659Aylsham
Export (members)
Reg. AUM
$97.7M
Employees
2
Accounts
1
Location
Aylsham

Ormonde USA LLC assets under management

Ormonde USA LLC is an SEC-registered investment adviser based in Aylsham. The firm has been registered since 2021. It reports $97.7 million in regulatory assets under management and employs 2 people.

Ormonde USA LLC owners & executives

11 reported
NameTitleOwnershipSince
Fraser Eliot Marcus ControlManagerUnder 5%2022
Ormonde Holdings LLC ControlSole MemberOver 75%2024
Stephen Mark Smith ControlChief Compliance Officer, ManagerUnder 5%2021
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Frequently asked questions

How much does Ormonde USA LLC manage?

Ormonde USA LLC reports $97.7 million in regulatory assets under management on its Form ADV.

How many employees does Ormonde USA LLC have?

Ormonde USA LLC reports 2 employees.

Where is Ormonde USA LLC located?

Ormonde USA LLC is based in Aylsham and has been SEC-registered since 2021.

Does Ormonde USA LLC disclose fund performance?

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

Contact & registration

AddressUnit 21 Aylsham Business Park, Richard Oakes Road, Aylsham NR11 6FD
Phone+44 204 524 3210
Office hours9a.m. - 5p.m.
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$97.7M▲ 4%
Feb '25 — $93.7MMar '25 — $93.7MApr '25 — $93.7MMay '25 — $93.7MJun '25 — $93.7MJul '25 — $93.7MAug '25 — $93.7MSep '25 — $93.7MOct '25 — $93.7MNov '25 — $93.7MDec '25 — $93.7MJan '26 — $93.7MFeb '26 — $93.7MMar '26 — $97.7MApr '26 — $97.7MMay '26 — $97.7MJun '26 — $97.7M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$97.7Mregulatory AUM
Discretionary $0Non-discretionary $97.7M