AUMdb

Orthogon Partners Investment Management, Llc

SEC-registered Investment Adviser CRD 283384 · SEC file 802-131032 · New York, NY · www.orthogon.partners
☆ Save with Pro ADV data as of May 12, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$161M $309M
Jun 28, 2019 May 20, 2024

Reported AUM from Form ADV filings, plotted by filing date · as of May 12, 2026

Private funds (10)

Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $137M combined gross assets

FundTypeDomicileGross assetsOwners
Orthogon Partners Ii Aiv Lp Private Equity Fund Delaware $45.4M 1
Orthogon Partners Ii, Lp master Private Equity Fund Delaware $41.4M 33
Orthogon Partners Iii, Lp Private Equity Fund Delaware $19.2M 17
Orthogon Partners Sif, Lp master Private Equity Fund Delaware $13.0M 7
Orthogon Partners Ii Zfv Lp Private Equity Fund Delaware $9.0M 23
Orthogon Partners, Lp master Private Equity Fund Delaware $5.0M 37
Orthogon Partners Ii Cayman, Llc feeder Private Equity Fund Cayman Islands $3.5M 9
Orthogon Csb, Lp feeder Private Equity Fund Cayman Islands $415K 2
Orthogon P1 B, Lp feeder Private Equity Fund Cayman Islands $335K 3
Orthogon Partners Idf, Lp Private Equity Fund Delaware $140K 1

People (6)

NameRole / titleCredentialsWith firm sinceOwnership
Belusic, Branko Senior Management Aug 2015 (11y) Less than 5%
Ganti, Rishi Member Aug 2015 (11y) ≈ 56.25% – 100% via Orthogon Group, Llc
Lee, Brian, Seung Hun Senior Management Aug 2015 (11y) Less than 5%
Severino, Dominique, Blythe Senior Management Mar 2017 (9y) Less than 5%
Lavelle, James, David Senior Management Aug 2018 (8y) Less than 5%
Golden, Mahin, Booth Chief Compliance Officer Jan 2023 (4y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Orthogon Group, Llc Member Dec 2015 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):

  • Ganti, Rishi: 75% – 100% of Orthogon Group, Llc × 75% – 100% direct ≈ 56.25% – 100% 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 (10, $137M gross assets)

FundTypeGross assetsMin. investmentOwners
Orthogon Partners Ii Aiv Lp Private Equity Fund $45.4M $100K 1
Orthogon Partners Ii, Lp Private Equity Fund $41.4M $100K 33
Orthogon Partners Iii, Lp Private Equity Fund $19.2M $250K 17
Orthogon Partners Sif, Lp Private Equity Fund $13.0M $1.0M 7
Orthogon Partners Ii Zfv Lp Private Equity Fund $9.0M $100K 23
Orthogon Partners, Lp Private Equity Fund $5.0M $100K 37
Orthogon Partners Ii Cayman, Llc Private Equity Fund $3.5M $100K 9
Orthogon Csb, Lp Private Equity Fund $415K $100K 2
Orthogon P1 B, Lp Private Equity Fund $335K $100K 3
Orthogon Partners Idf, Lp Private Equity Fund $140K $1.0M 1

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/12/2026 1.94 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

Not reported.

Custody

Firm reports it does not have 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: May 12, 2026.

View current Form ADV (SEC/IAPD) ↗