Season Investments, Llc
- Regulatory AUM
- $160M
- Discretionary
- $160M
- Clients
- 76
- Avg AUM / client
- $2.1M
- Accounts
- 286
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 38 | $18.5M | 11.6% |
| High net worth individuals | 37 | $95.9M | 60.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $45.3M | 28.4% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $37.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Season Investments Alternative Credit And Equity Fund, Lp | Hedge Fund | Delaware | $37.4M | 40 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Andrew Houle | Chief Compliance Officer | CFA | Sep 2009 (17y) | ≈ 37.5% – 75% via De Partners, Llc |
| Elliott Jacob Orsillo | Chief Investment Officer | CFA | Sep 2009 (17y) | ≈ 37.5% – 75% via De Partners, Llc |
| Logan Kiehl Haag | Registered representative | Aug 2020 (6y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| De Partners, Llc | Holding Company | Jun 2011 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- David Andrew Houle: 50% – 75% of De Partners, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Elliott Jacob Orsillo: 50% – 75% of De Partners, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
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 (1, $37.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Season Investments Alternative Credit And Equity Fund, Lp | Hedge Fund | $37.4M | $500K | 40 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $94.6M (59% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗