OLD ORCHARD CAPITAL MANAGEMENT LP

C25
CRD 170641·SEC 801-79641·NEW YORK, NY
AUM
$1.83B
$1B+
Est. Revenue
$18.3M
@ 1% on AUM
Est. EBITDA
$5.5M
@ 30% margin
Est. Deal Value
$44.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OLD ORCHARD CAPITAL MANAGEMENT LP
CRD
170641
SEC file #
801-79641
EIN
981300045
DBA names

Economics

AUM
$1.83B
AUM band
$1B+
AUM trajectory
'20'26
$1.28B → $1.83B▲ +44%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
19
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
10 advisors → 12 advisors▲ +20%
Primary office
NEW YORK NY
Branches

Custodian & Brokerage

Primary custodian
U.S. Banklow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JACKMAN, ROSS, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
JACKMAN, ROSS, MICHAEL
INTRICATE BAY CAPITAL LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
OLDORCHARDCAPITAL.COM
Rdap Domain Creation Date
2014-01-07T19:49:39Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001673777
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2016-05-06
Edgar Last Filing Date
2026-04-06
Edgar Form D Count
11
Edgar Form D Offerings
2026-04-062026-04-06 · 0001673777-26-000002
2025-04-072025-04-07 · 0001673777-25-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
U.s. Bank7
E*trade4
Wells Fargo3
Bny Mellon1
Edgar Addresses
Mailing
90 PARK AVENUENEW YORK, NY 10016
Business
94 SOLARIS AVECAMANA BAYGRAND CAYMAN, E9, KY1-1108
Edgar EIN
981300045
Edgar Recent Filings
D/A2026-04-06 · 0001673777-26-000002
D/A2025-04-07 · 0001673777-25-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-01-07T19:49:39Z
Rdap Domain Last Changed
2025-01-02T12:39:28Z
Rdap Nameservers
Ns14.wixdns.netNs15.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2250891
Trust Company Affiliate
Yes