Ortelius Capital Partners, Llc
- Regulatory AUM
- $144M
- Discretionary
- $71.4M
- Clients
- 3
- Avg AUM / client
- $47.9M
- Accounts
- 3
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | — | — |
| High net worth individuals | 1 | $72.3M | 50.3% |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pooled investment vehicles (non-investment companies) | 2 | $71.4M | 49.7% |
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
| Charitable organizations | Fewer than 5 clients | — | — |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | Fewer than 5 clients | — | — |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $130M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hudson Investors, Ltd. | Hedge Fund | British Virgin Islands | $79.1M | 6 |
| Pangaea Ventures, L.P. master | Hedge Fund | Delaware | $51.0M | 15 |
| Hermes Ventures, L.P. master | Private Equity Fund | Delaware | $0 | 0 |
| Panthalassa Ventures, L.P. master | Hedge Fund | Delaware | $0 | 0 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Desorcy, Peter, David | Managing Member/Chief Compliance Officer | Oct 2002 (24y) | 50% – 75% | |
| Hrh Prince Pavlos, Of Greece | Managing Member | Oct 2002 (24y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $130M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hudson Investors, Ltd. | Hedge Fund | $79.1M | $1.0M | 6 |
| Pangaea Ventures, L.P. | Hedge Fund | $51.0M | $5.0M | 15 |
| Hermes Ventures, L.P. | Private Equity Fund | $0 | $1.0M | 0 |
| Panthalassa Ventures, L.P. | Hedge Fund | $0 | $5.0M | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 1.31 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗