Origami Capital Partners, LLC (Chicago)

Name: Origami Capital Partners, LLC
Address: 191 North Wacker Drive, Chicago, IL, 60606
Telephone: 312-263-7800

Origami Capital Partners, LLC is a large advisory firm based in Chicago. It manages $557.68 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California and Illinois.

Origami Capital Partners 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.

Origami Capital Partners: assets under management

The assets under management (AUM) of Origami Capital Partners, LLC is $557.68 million. The firm's AUM has grown by 104% since the beginning of its operation, and $323.41 million of the total AUM is attributable to clients outside of the United States.

The firm manages $522.09 million in discretionary accounts and $35.58 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $65.26 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $7.12 million.

Origami Capital Partners has custody of $66.28 million in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Origami Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Thomas [Nmn] Elden serves?

The only and largest group of clients of Thomas [Nmn] Elden is pooled investment vehicles with 13 clients and $557.68 million of assets under management. Among the 9 most similar advisory firms, Origami Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $557.68 million for 13 clients. 69% of the firm’s clients are foreign persons or businesses.

Origami Capital Partners also advises several private funds. Namely, six hedge funds, one real estate fund, and two other private funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Origami Capital Partners, LLC

The company employs 10 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.

Thomas [Nmn] Elden has been acting as President since 1 May 2019. Darren Jeffrey O'brien joined the executive team most recently as the Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas [Nmn] Elden	Partner, member	1 Aug 2008	50% - 75%	2276491
Jeffrey David Young	Partner, member	1 Jun 2009	50% - 75%	6019939
Joelle Catherine Kellam	Chief compliance officer, chief financial officer	1 Jun 2010	Other	6019954
Thomas [Nmn] Elden	Chairman	1 May 2019	Other	2276491
Darren Jeffrey O'brien	Partner	1 May 2019	Other	5166672
Julie Ruderman Klaff	Partner	1 May 2019	Other	7171940
Origami Capital Partners Holdings Lp	Member	1 May 2019	75% - 100%	83-4358777

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Origami Capital Holdings Gp	General partner	1 May 2019	Other	83-4345388
Jeffrey David Young	Partner and member	1 May 2019	50% - 75%	6019939

Based in Chicago

The principal office where Origami Capital Partners, LLC performs its advisory services is located at 191 North Wacker Drive, Chicago, IL 60606, which is also the mailing address of the firm. An additional office of the firm is in Santa Barbara, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-263-7800 or by fax 312-263-7806. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at origamicapital.com.