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Orchard Square Partners, LLC (New York)


Orchard Square Partners, LLC is a large advisory firm based in New York. It manages $1.9 billion of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2013.

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Orchard Square Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Orchard Square Partners: assets under management

The assets under management (AUM) of Orchard Square Partners, LLC is $1.9 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.9 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.21 million each.
Orchard Square Partners has custody of $1.74 billion 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 Orchard Square 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Cowen Group Inc. Parent 1 Nov 2009 75% - 100% 27-0423711
Woolf Norman Milner Partner 1 Nov 2012 50% - 75% 2871212
David Richard Dowdle Partner 1 Nov 2012 50% - 75% 2795948

Based in New York

The principal office where Orchard Square Partners, LLC performs its advisory services is located at 599 Lexington Avenue, New York, NY 10022, 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 212-201-4831 or by fax 212-201-0214. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.orchardsquare.com.


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