Orange Street Fund Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Orange Street Fund Advisors LLC is a state‑registered investment adviser that provides discretionary asset management to high‑net‑worth individuals and business development companies, and the firm indicates a minimum account requirement for managed accounts. Its services focus on ongoing portfolio supervision across equities, bonds, mutual funds, and ETFs, and the firm does not participate in wrap‑fee programs.
The firm describes a fundamental analysis framework and a long‑term investment strategy, delivering a common suite of services while tailoring recommendations to each client’s financial situation and risk tolerance. Compensation is described as asset‑based (percentage‑of‑assets), the firm typically operates with discretionary trading authority, and it does not charge performance‑based fees.
OSFA is newly registered and reports no assets under management at the time of its brochure filing, and it is organized as a single‑principal firm whose owner also operates longstanding real‑estate brokerage businesses—an uncommon cross‑industry background for a firm of this size. The firm recommends Charles Schwab as custodian and discloses receipt of custodial support services available once Schwab custody thresholds are met, and it delegates proxy voting responsibility to clients rather than voting securities on their behalf.
Client services
Portfolio management
Expertise
Active portfolio management
Occupation focus
Founder/Business Owner
Fee options
1.50% annually
Account minimum: $250,000
Main office location
Orange Street Fund Advisors LLC
West Palm Beach FL, United States
Number of offices
1
Most active in
Orange Street Fund Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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