{"url":"https://nivawealth.com/firms/orange-avenue-advisors-339327","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/339327","regulatoryAum":480666394,"crd":"339327","secFileNumber":"801-135125","legalName":"Orange Avenue Advisors LLC","displayName":"Orange Avenue Advisors","slug":"orange-avenue-advisors-339327","website":null,"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"111 North Orange Ave, Suite 925","city":"Orlando","state":"FL","stateName":"Florida","country":"United States","postalCode":"32801"},"tradeNames":[],"registration":{"secApproved":"15 January 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":480666394,"discretionary":480666394,"discretionaryAccounts":1,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":480666394}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Orange Avenue Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Ryan Kelley","title":"Chief Executive Officer","crd":"4679427"},{"name":"Ryan Kelley","title":"Chief Compliance Officer","crd":"4679427"},{"name":"Clifford Eisler","title":"Member","crd":"3174288"}],"ownership":[{"label":"South Pointe Private Investments LLC","detail":"Member in the 25% to 50% ownership band and a control person, since October 2025."},{"label":"Clifford Eisler","detail":"Member in the 5% to 10% ownership band, since October 2025."},{"label":"Kimberly F. Eisler Glaser 2021 Trust","detail":"Member in the 25% to 50% ownership band and a control person, since October 2025."},{"label":"Benjamin R. Eisler 2021 Trust","detail":"Member in the 25% to 50% ownership band and a control person, since October 2025."},{"label":"Ryan Kelley","detail":"Indirect owner: a member of Kelley Family Holdings LLC in the 75% or more band and a control person, since December 2021.","parent":"Kelley Family Holdings LLC"},{"label":"David Marshall","detail":"Indirect owner: a member of South Pointe Private Investments LLC in the 75% or more band and a control person, since November 2022.","parent":"South Pointe Private Investments LLC"},{"label":"The Goldman Sachs Trust Company of Delaware","detail":"Indirect owner: trustee of Kimberly F. Eisler Glaser 2021 Trust, since January 2024. Also trustee of Benjamin R. Eisler 2021 Trust, since January 2024.","parent":"Kimberly F. Eisler Glaser 2021 Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"111 North Orange Ave, Suite 925","city":"Orlando","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"407-280-5857","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"17 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/339327/PDF/339327.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Orange Avenue Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Orange Avenue Advisors offer?","answer":"Orange Avenue Advisors provides selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Orange Avenue Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Orange Avenue Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Orange Avenue Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Orange Avenue Advisors?","answer":"Orange Avenue Advisors’ main office is at 111 North Orange Ave, Suite 925, Orlando, FL 32801. Its phone number is 407-280-5857.","source":"Form ADV Part 1A, Item 1.F, filed 17 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}