Orange Avenue Advisors provides selecting other managers.
Orange Avenue Advisors reports 1 pooled investment vehicle. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($481M across 1 account) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 1 | $481M | 100.0% | $481M |
| Total | 1 | $481M | 100% | $481M |
- Clients
- 1
- Regulatory AUM
- $481M
- AUM share
- 100.0%
- Avg. per client
- $481M
Total
- Clients
- 1
- Regulatory AUM
- $481M
- AUM share
- 100%
- Avg. per client
- $481M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Orange Avenue Advisors is paid through a percentage of assets under management; its fees and minimums are set out in its brochures on the SEC website.
South Pointe Private Investments LLC owns 25% to 50% of Orange Avenue Advisors and is in turn owned by David Marshall (75% or more). Ryan Kelley is CEO; the leadership team includes Chief Compliance Officer Ryan Kelley. It has 2 employees.
Leadership
- Ryan KelleyChief Executive Officer
- Ryan KelleyChief Compliance Officer
- Clifford EislerMember
Staff
- 2 employees
- 2 in advisory functions
- Owns 75% or more of Orange Avenue Advisors LLC
Ryan Kelley
Control person · since December 2021
- Owns 25% to 50% of Orange Avenue Advisors LLC
South Pointe Private Investments LLC
Control person · since October 2025
- Owns 75% or more of South Pointe Private Investments LLC
David Marshall
Control person · since November 2022
- Owns 25% to 50% of Orange Avenue Advisors LLC
Kimberly F. Eisler Glaser 2021 Trust
Control person · since October 2025
The Goldman Sachs Trust Company of Delaware
Trustee · since January 2024
- Owns 25% to 50% of Orange Avenue Advisors LLC
Benjamin R. Eisler 2021 Trust
Control person · since October 2025
- Owns 5% to 10% of Orange Avenue Advisors LLC
Clifford Eisler
since October 2025
Besides its headquarters, Orange Avenue Advisors has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 111 North Orange Ave, Suite 925, OrlandoHQ
Contact and registration details
- Legal name
- Orange Avenue Advisors LLC
- Headquarters
- 111 North Orange Ave, Suite 925, Orlando, FL 32801
- Website
- Not reported
- Phone
- 407-280-5857
- SEC file
- 801-135125
- Structure
- Delaware LLC
- Fiscal year end
- December
Orange Avenue Advisors does not have custody of client assets.
How many clients does Orange Avenue Advisors have?
Orange Avenue Advisors has 1 client and manages $481 million for them, as of May 2026. They include 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 May 2026
What services does Orange Avenue Advisors offer?
Orange Avenue Advisors provides selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Orange Avenue Advisors have?
Orange Avenue Advisors has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Orange Avenue Advisors?
Orange Avenue Advisors is owned through a trust and a holding company by David Marshall. Its direct owners are South Pointe Private Investments LLC (25% to 50%), Clifford Eisler (5% to 10%), Kimberly F. Eisler Glaser 2021 Trust (25% to 50%), Benjamin R. Eisler 2021 Trust (25% to 50%) and Ryan Kelley (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 May 2026
How does Orange Avenue Advisors get paid?
Orange Avenue Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Orange Avenue Advisors?
Orange Avenue Advisors’ main office is at 111 North Orange Ave, Suite 925, Orlando, FL 32801. Its phone number is 407-280-5857.