SourcingSourcing

OGAM, LP

C22
CRD 287919·SEC 801-110456·HOUSTON, TX
AUM
$8.69B
$1B+
Est. Revenue
$86.9M
@ 1% on AUM
Est. EBITDA
$26.1M
@ 30% margin
Est. Deal Value
$208.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OGAM, LP
CRD
287919
SEC file #
801-110456
EIN
000000000
DBA names
—

Economics

AUM
$8.69B
AUM band
$1B+
AUM trajectory
'20'26
$2.61B → $8.69B▲ +233%
Client mix
Pooled Investment Vehicles15
Other12

Operations

Employees (total)
42
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
5 advisors → 9 advisors▲ +80%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
orchardglobal.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OGCG US HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
OGCG US HOLDINGS LLC
GENTZEL, HANS, FREDRIK
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
ORCHARDGLOBAL.COM
Rdap Domain Creation Date
2006-08-24T15:44:30Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
26,376
Form 5500 Compensation Trajectory 3y
202526,376
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
26,376
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001759823
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2018-11-27
Edgar Last Filing Date
2021-04-23
Edgar Form D Count
2
Edgar Form D Offerings
2021-04-232021-04-23 · 0001315863-21-000366
2018-11-272018-11-27 · 0001315863-18-000912

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street12
E*trade4
Edgar Addresses
Mailing
FIFTH FLOOR, 108 CANNON STREETLONDON, X0, EC4N 6EU
Business
251 LITTLE FALLS DRIVEWILMINGTON, DE 19808
Edgar EIN
000000000
Edgar Recent Filings
D/A2021-04-23 · 0001315863-21-000366
D2018-11-27 · 0001315863-18-000912
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-08-24T15:44:30Z
Rdap Domain Last Changed
2023-08-25T13:00:52Z
Rdap Nameservers
Ns65.domaincontrol.comNs66.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (6)

6
GENTZEL, HANS, FREDRIK
Executive Officer · 2.5%
6794562
GUO WONG, JIN, CHUN
Executive Officer · 2.5%
5797212
HORVATH, PAUL, DOUGLAS
Executive Officer · 2.5%
2535106
Michaud, Pierre, François
Executive Officer · 2.5%
6769853
ROBERTS, SEAN, DOUGLAS
Executive Officer · 2.5%
7214756
Young, John, Robert
Executive Officer · 2.5%
6770021