$105.3M Total AUM
$90.0K Disc. AUM
-14.3% 3Y CAGR
2 Employees
3 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Citibank ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Eagle
- Established Date
- 01-01-2021
- Office Locations
- 1
Office Locations
4100 Alpha Road Suite 500 Dallas TX
About Ormonde Investment Management, LLC
Ormonde Investment Management, LLC is a Dallas-based RIA. The firm has been operating for 5 years. Managing $105.3M in total assets under management, with 2 advisory representatives. They custody assets with Citibank and JP Morgan. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$52.7M AVG AUM / ADVISOR
$35.1M AVG AUM / CLIENT
2.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
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Accredited Investors
Fusion legacy
Asset Classes
Frontier alpha Wave oak Element summit Value Capital focus Element
Client Personas
Quantum value
Custodian
Value pioneer
Investment Themes
Catalyst meridian Capital
Investment Vehicles
Optima peak Prime focus
Services
Oak Quantum momentum Ridge summit
Technology
Zenith delta
Owner & Executives
D
David A Galardi
--
- CRD
- --
- Ownership
- 50% but less than 75%
(715) 435-1428
meridian.meridian@eaglecapital.com
in linkedin.com/in/signal-radial
W
William Alfred Jones
--
- CRD
- --
- Ownership
- 50% but less than 75%
(612) 236-7829
fusion.north@pathwaycapital.com
in linkedin.com/in/pioneer-timber
V
Vector ridge
Unison crest
- CRD
- #75191
- Ownership
- 42.1%
(966) 471-2261
oak.fusion@ridgecapital.com
in linkedin.com/in/radial-atlas
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,000 | -- |
| Non-Discretionary | $105,254,195 | $97,684,740 |
| Total | $105,344,195 | $97,684,740 |
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Separately Managed Accounts
Total SMA Asset: $105,344,195
Equity - Exchange:
33.1% Corporate - Investment Grade:
14.6% Private Funds:
9.9% Corporate - Non-Investment Grade:
10.0% Cash:
32.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $455,683,996 | 33.1% |
| Corporate - Investment Grade | $200,996,566 | 14.6% |
| Private Funds | $136,292,192 | 9.9% |
| Corporate - Non-Investment Grade | $137,668,881 | 10.0% |
| Cash | $446,047,174 | 32.4% |
| Total | $1,376,688,809 | 100.0% |