Orange Investment Advisors, Llc
- Regulatory AUM
- $765M
- Discretionary
- $428M
- Clients
- 3
- Avg AUM / client
- $255M
- Accounts
- 3
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | 1 | $337M | 44.0% |
| Investment companies | 1 | $408M | 53.3% |
| Pooled investment vehicles (non-investment companies) | 1 | $20.2M | 2.63% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $14.6M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Orange Credit Dislocation Fund, Lp | Hedge Fund | Delaware | $14.6M | 6 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Boris Peresechensky | Managing Member | Feb 2017 (10y) | ≈ 18.75% – 50% via Bp Structured Investments Llc | |
| Jerald Paul Menozzi | Chief Compliance Officer | CFA | Jun 2017 (9y) | ≈ 37.5% – 75% via Oia Management Holdings Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Oia Management Holdings Llc | Member | Jun 2017 | A | 50% – 75% |
| Bp Structured Investments Llc | Member | Jun 2017 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Boris Peresechensky: 75% – 100% of Bp Structured Investments Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Jerald Paul Menozzi: 75% – 100% of Oia Management Holdings Llc × 50% – 75% 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, $14.6M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Orange Credit Dislocation Fund, Lp | Hedge Fund | $14.6M | $200K | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Status: Pending Summary: ON AUGUST 24, 2018, THE ADVISOR AFFILIATE INADVERTENTLY MISINTERPRETED A QUESTION IN THE DISCLOSURE SECTION OF THEIR FORM U-4 SUBMISSION. UPON REALIZATION OF THE MISINTERPRETATION, THE ADVISOR AFFILIATE PROACTIVELY AMENDED THE U-4 FILING, ADVISED THE STATE ABOUT THE MISINTERPRETATION, AND PROVIDED THE RELEVANT REQUESTED BACKGROUND INFORMATION. THE STATE RESPONDED BY ISSUING APPLICANT A NOTICE OF INTENT TO DENY APPLICATION ON FEBRUARY 6, 2019. THE APPLICANT AND STATE THEN ENTERED INTO A STIPULATION AND CONSENT AGREEMENT ON APRIL 24, 2019 WHEREBY, WITHOUT ADMITTING OR DENYING THE FINDINGS WITHIN THE NOTICE OF INTENT TO DENY APPLICATION, THE APPLICANT'S APPLICATION FOR REGISTRATION AS AN INVESTMENT ADVISER ASSOCIATED PERSON WAS DENIED WITH LEAVE FOR APPLICANT TO SUBMIT A NEW APPLICATION AFTER MAY 12, 2019.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Federal Home Loan Bank Of Atlanta: Fhlbank Atlanta $337M (44% of AUM) Mar 2026
- South State Bank $186M (35% of AUM) Mar 2023
- Centre State Bank $73.7M (27% of AUM) Aug 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗