$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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- Custodian
- Citibank ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Eagle
- Established Date
- 01-01-2021
- Office Locations
- 1
Office Locations
-- 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 Insurance.
Team overview
-- AVG AGE
$52.7M AVG AUM / ADVISOR
$35.1M AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Frontier alpha
Custodian
Value pioneer
Investment Vehicles
Optima peak
Services
Oak
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% |