Orchard Capital Management, Llc
- Regulatory AUM
- $112M
- Discretionary
- $112M
- Clients
- 1
- Avg AUM / client
- $112M
- Accounts
- 32
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $54.3M | 48.6% |
| Charitable organizations | Fewer than 5 clients | $3.1M | 2.74% |
| Corporations and other businesses | 0 | $54.5M | 48.7% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Blake Elliott Harper | Managing Member | Dec 2014 (12y) | 50% – 75% | |
| Fairbank, Joshua, Paul | Managinmg Member | Dec 2014 (12y) | 50% – 75% | |
| Michael, Valencia | Member | Dec 2014 (12y) | Less than 5% | |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Jun 2015 (11y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ocm Partners, Llc | Owner | Dec 2021 | A | 75% or more |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 984 KB | 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
- • Fixed fees
- • Other fees
- • DIRECT AUTHORIZED EXPENSES FOR CERTAIN CLIENTS
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Interactive Brokers $25.5M (23% of AUM) Mar 2026
- Fidelity $22.4M (7% of AUM) Aug 2025
- J.P. Morgan $20.7M (18% 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 02, 2026.
View current Form ADV (SEC/IAPD) ↗