AUMdb
OP

Orvieto Partners, L.P.

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 313475 · SEC file 801-130730 · Boston, MA
☆ Save with Pro ADV data as of May 01, 2026
Regulatory AUM
$189M
Discretionary
$189M
Clients
1
Avg AUM / client
$189M
Accounts
1
Employees
4

AUM over time

$173M $204M
Jun 21, 2024 May 1, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of May 01, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 1 $189M 100.0%

Private funds (1)

Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $173M combined gross assets

FundTypeDomicileGross assetsOwners
Orvieto Fund, L.P. Hedge Fund Delaware $173M 44

People (3)

NameRole / titleCredentialsWith firm sinceOwnership
Caffrey, Timothy, Garrett Limited Partner Mar 2021 (5y) 10% – 25%
Tucker, Michael, James Managing Member Mar 2021 (5y) ≈ 0% – 5% via Orvieto Partners, Gp, Llc
Giovannelli, Lisa, Marie Chief Compliance Officer Jun 2024 (2y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Orvieto Partners, Gp, Llc General Partner Mar 2021 A Less than 5%

Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Tucker, Michael, James: 75% – 100% of Orvieto Partners, Gp, Llc × 0% – 5% direct ≈ 0% – 5% 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, $173M gross assets)

FundTypeGross assetsMin. investmentOwners
Orvieto Fund, L.P. Hedge Fund $173M $1.0M 44

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/01/2026 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
  • Other fees
  • PERFORMANCE ALLOCATION PAID TO AFFILIATED GENERAL PARTNER

Services

  • Portfolio management for pooled investment vehicles

Custody

Firm reports having 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 01, 2026.

View current Form ADV (SEC/IAPD) ↗