$1.7B Total AUM
$1.5B Disc. AUM
16.6% 3Y CAGR
18 Employees
1,397 ADV. Clients
31 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Northern Trust · Pershing
- Clients
- Retail and Institutional
- Platforms
- Quantum eagleVertex ridge +more
- Established Date
- 04-07-1995
- Office Locations
- 2
Office Locations
117 Grand Street Goshen NY
117 Grand Street Suite 201 Goshen NY
About Orange Investment Advisors, Inc.
Orange Investment Advisors is a Hudson Valley-based investment manager serving high net worth individuals and families, businesses, and institutional organizations. The team builds diversified, deliberately simple portfolios using asset allocation across equities, fixed income, mutual funds and ETFs, with ongoing rebalancing and risk management. Trust services are available through affiliate Orange Bank & Trust Company.
Team overview
42 AVG AGE
$208.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.3 yrs AVG TENURE
18 Employees
8 Advisory Reps
8 RIA Reps
31yrs Firm Age
Insights
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Asset Classes
Frontier momentum Oak pathway Glacier delta Prime Momentum Value Signal meridian Bridge quantum Signal
Client Personas
North north Summit
Custodian
Summit Meridian optima
Investment Themes
Ember vital Fusion Optima
Investment Vehicles
Radial quantum
Platform
Horizon
Services
Focus harbor Ridge Ridge eagle Alpha Alpha vital Horizon harbor Pioneer Delta signal
Technology
Glacier legacy Vital delta Element radial
Owner & Executives
D
David PADRAIC DINEEN
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(326) 859-1383
ember.crest@vectorcapital.com
in linkedin.com/in/vital-delta
D
DENIS FATOVIC
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(883) 389-7716
optima.element@momentumcapital.com
in linkedin.com/in/pioneer-vital
C
Crest atlas
Beacon beacon eagle
- CRD
- #96907
- Ownership
- 2.6%
(843) 870-1917
focus.catalyst@matrixcapital.com
in linkedin.com/in/legacy-delta
Showing 2 of 9 owners & executives
Unlock allContacts
H
Hillary Esther Martinez
--
- CRD
- #8163545
(707) 959-6997
zenith.delta@valuecapital.com
in linkedin.com/in/bridge-north
DAVID DOMINIC PANEBIANCO
Portfolio Manager
- CRD
- #3213001
(595) 314-5943
meridian.momentum@foundationcapital.com
in linkedin.com/in/ridge-meridian
W
Wave ember
Vector crest
- CRD
- #47780
(575) 831-8171
legacy.meridian@timbercapital.com
in linkedin.com/in/radial-summit
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,470,621,477 | $703,310 |
| Non-Discretionary | $197,776,264 | $2,247,458 |
| Total | $1,668,397,741 | $765,671 |
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Separately Managed Accounts
Total SMA Asset: $1,607,359,327
Equity - Exchange:
18.3% Corporate - Investment Grade:
18.6% Public Funds:
17.1% U.S. Government/Agency:
4.3% Municipal Bonds:
5.2% Cash:
6.9% Corporate - Non-Investment Grade:
18.1% Other:
11.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $290,746,381 | 18.3% |
| Corporate - Investment Grade | $295,512,715 | 18.6% |
| Public Funds | $271,681,044 | 17.1% |
| U.S. Government/Agency | $68,317,456 | 4.3% |
| Municipal Bonds | $82,616,458 | 5.2% |
| Cash | $109,625,685 | 6.9% |
| Corporate - Non-Investment Grade | $287,568,825 | 18.1% |
| Other | $182,709,474 | 11.5% |
| Total | $1,588,778,038 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL GLACIER VECTOR | PRIME BEACON | 5S1RKCVU3 | UVNON | 9.65% | $34,147,072 |
| SIGNAL RADIAL MATRIX | ZENITH BEACON | 5PD7IXEO7 | WEUC | 5.91% | $17,842,689 |
| PATHWAY PIONEER LEGACY | CATALYST ZENITH | PRWWWBV8I | RAMJ | 7.82% | $7,201,134 |
| ATLAS BRIDGE CREST | LEGACY CREST | OKK7G3ESX | UDGH | 11.50% | $55,668,444 |
| ATLAS ELEMENT | LEGACY PEAK | HKP8KHJV6 | XKOGE | 7.16% | $71,954,637 |
| EMBER SUMMIT VITAL | FUSION LEGACY | JHVV7KOX3 | OMFR | 4.13% | $35,239,005 |
| VERTEX EMBER | WAVE MOMENTUM | XRG7453BF | PKYMF | 10.70% | $65,693,067 |
| CAPITAL FUSION | BRIDGE VALUE | P59M7B5O5 | NSKO | 11.40% | $27,309,274 |