Glenorchy Capital Limited
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 305636
· SEC file 801-117456
·
· glenorchycapital.net
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ADV data as of Mar 24, 2026
- Regulatory AUM
- $254M
- Discretionary
- $254M
- Clients
- 368
- Avg AUM / client
- $691K
- Accounts
- 705
- Employees
- 5
AUM over time
$700K
$254M
Sep 2019
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 344 | $231M | 90.8% |
| Pooled investment vehicles (non-investment companies) | 2 | $7.2M | 2.85% |
| Corporations and other businesses | 22 | $16.2M | 6.37% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley Thomas Mc Fadden | Chief Investment Officer And Chief Compliance Officer | Apr 2018 (8y) | 50% – 75% | |
| Mac Intosh, Christopher, Matthew | Chief Financial Officer | Apr 2018 (8y) | 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.21 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
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Interactive Brokers $247M (97% of AUM) Mar 2026
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 24, 2026.
View current Form ADV (SEC/IAPD) ↗