Orkila Management, LLC (New York)

Name: Orkila Management, LLC
Address: 134 Spring Street, New York, NY, 10012
Telephone: 212-230-1604

Orkila Management, LLC is a large advisory firm based in New York. It manages $187.09 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of New York.

Orkila Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Orkila Management: assets under management

The assets under management (AUM) of Orkila Management, LLC is $187.09 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 212% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $187.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $62.36 million each.

Orkila Management has custody of $187.09 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Orkila Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Orkila Management serves?

The only and largest group of clients of Orkila Management is pooled investment vehicles with 3 clients and $187.09 million of assets under management. Among the 7 most similar advisory firms, Orkila Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $187.09 million for 3 clients. None of the firm’s clients are foreign persons or businesses.

Orkila Management also advises several private funds. Namely, three private equity funds. The minimum investment commitment required of non-related persons ranges from $5,000 to $250,000.

Careers at Orkila Management, LLC

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Taylor Stuyvesant Storms	Cco	1 Apr 2013	Other	5355602
Llc Orkila Capital	Member	1 Apr 2014	75% - 100%	46-2171472

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Jesse M Dubey	Managing member	1 Feb 2013	75% - 100%	3096706

Based in New York

The principal office where Orkila Management, LLC performs its advisory services is located at 134 Spring Street, New York, NY 10012, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-230-1604. The normal business hours are 9am - 6pm on Monday - Friday. You can find more information about the New York firm at orkilacapital.com.