Orange Street Fund Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
1.50% annually
Account minimum: $250,000
Main office
West Palm Beach FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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