SourcingSourcing

ORCHARD CAPITAL MANAGEMENT, LLC

C44
CRD 269957·SEC 801-106488·CHICAGO, IL
AUM
$111.8M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$336K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ORCHARD CAPITAL MANAGEMENT, LLC
CRD
269957
SEC file #
801-106488
EIN
472599840
DBA names
—

Economics

AUM
$111.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$85.6M → $111.8M▲ +31%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/02/2026
ADV-W filed at
—
Website
orchardinvestments.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OCM PARTNERS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
OCM PARTNERS, LLC
FAIRBANK, JOSHUA, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ORCHARDINVESTMENTS.COM
Rdap Domain Creation Date
2013-06-13T18:13:51Z
Rdap Firm Age Years
13
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
0001858319
Edgar Registered
Yes
Edgar Filing Count
28
Edgar First Filing Date
2021-05-13
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
24
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001104659-26-060286
Edgar Former Names
Orchard Capital Managment, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Interactive Brokers2
Jpmorgan2
Edgar Addresses
Mailing
400 N. MICHIGAN AVE#560CHICAGO, IL 60611
Business
400 N. MICHIGAN AVE#560CHICAGO, IL 60611
Edgar EIN
472599840
Edgar Recent Filings
13F-HR2026-05-13 · 0001104659-26-060286
13F-HR2026-02-12 · 0001104659-26-014079
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-13T18:13:51Z
Rdap Domain Last Changed
2025-06-14T14:36:34Z
Rdap Nameservers
Ns10.wixdns.netNs11.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
HARPER, BLAKE, ELLIOTT
IAR · Direct Owner · 62.5%
2993079
FAIRBANK, JOSHUA, PAUL
Direct Owner · 62.5%
3064677
MICHAEL, VALENCIA
Executive Officer · 2.5%
6528908
SADZEWICZ, GERY, JOSEPH
Executive Officer · 2.5%
1090963