Orange Investment Advisors provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions. The firm advises 1 private fund.
Orange Investment Advisors reports 3 clients. They include 1 banking or thrift institution, 1 investment company and 1 pooled investment vehicle. Of its assets, 56.0% ($428M across 2 accounts) are managed with discretion; $337M across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| Banking or thrift institutions | 33% | 44% |
| Investment companies | 33% | 53% |
| Pooled investment vehicles | 33% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Banking or thrift institutions | Fewer than 5 | $337M | 44.0% | $337M |
| Investment companies | 1 | $408M | 53.3% | $408M |
| Pooled investment vehicles | 1 | $20.2M | 2.6% | $20.2M |
| Total | 3 | $765M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $337M
- AUM share
- 44.0%
- Avg. per client
- $337M
- Clients
- 1
- Regulatory AUM
- $408M
- AUM share
- 53.3%
- Avg. per client
- $408M
- Clients
- 1
- Regulatory AUM
- $20.2M
- AUM share
- 2.6%
- Avg. per client
- $20.2M
Total
- Clients
- 3
- Regulatory AUM
- $765M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
Orange Investment Advisors is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Oia Management Holdings LLC owns 50% to 75% of Orange Investment Advisors and is in turn owned by Jerald Menozzi (75% or more). The leadership team of Orange Investment Advisors includes Chief Compliance Officer Marcia Wood. It has 4 employees, 3 of them in advisory roles.
Leadership
- Marcia WoodChief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Jerald Paul Menozzi JR.
- Boris Peresechensky
Staff
- 4 employees
- 3 in advisory functions
- 1 state-registered rep
- 1 soliciting firm
- Owns 50% to 75% of Orange Investment Advisors, LLC
Oia Management Holdings LLC
Control person · since June 2017
- Owns 75% or more of Oia Management Holdings LLC
Jerald Menozzi
Control person · since June 2017
- Owns 25% to 50% of Orange Investment Advisors, LLC
BP Structured Investments LLC
Control person · since June 2017
- Owns 75% or more of BP Structured Investments LLC
Boris Peresechensky
Control person · since February 2017
Orange Investment Advisors’ regulatory assets grew 2.8× from $275M (May 2021) to $765M (March 2026); clients were 3 in both filings and employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $765M | 3 | 4 | 1 |
| Mar 2025March 2025 | $663M | 3 | 4 | 1 |
| Mar 2024March 2024 | $556M | 2 | 4 | 1 |
| Mar 2023March 2023 | $527M | 2 | 4 | 1 |
| Mar 2022March 2022 | $423M | 2 | 3 | 1 |
| May 2021May 2021 | $275M | 3 | 3 | 1 |
Besides its headquarters, Orange Investment Advisors has 0 offices, with 1 listed address in 1 state.
Florida · 1 listed address
- 250 S Park Avenue, Ste 370, Winter ParkHQ
Contact and registration details
- Legal name
- Orange Investment Advisors, LLC
- Headquarters
- 250 S Park Avenue, Ste 370, Winter Park, FL 32789-7001
- Website
- orangeia.com
- Phone
- 407-758-4082
- @orange-investment-advisors
- SEC file
- 801-111976
- Structure
- Delaware LLC
- Fiscal year end
- December
Orange Investment Advisors’ named custodian for separately managed accounts is Federal Home Loan Bank of Atlanta ($337M). Orange Investment Advisors has custody of client assets.
- Federal Home Loan Bank of AtlantaFederal Home Loan Bank of Atlanta · Atlanta, GA · $337M100%
What the accounts hold
- Other100%
- Non-agency mortgage-backed securities and other structured credit securities100%
How many clients does Orange Investment Advisors have?
Orange Investment Advisors has 3 clients and manages $765 million for them, as of March 2026. They include 1 banking or thrift institution, 1 investment company and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Orange Investment Advisors offer?
Orange Investment Advisors provides portfolio management for investment companies, portfolio management for pooled vehicles and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Orange Investment Advisors use?
Orange Investment Advisors’ separately managed account assets are held at Federal Home Loan Bank of Atlanta (Atlanta, GA), with $337M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Orange Investment Advisors have?
Orange Investment Advisors has 1 investment adviser representative registered with state securities authorities, out of 4 employees, and 3 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
What does Orange Investment Advisors invest in?
At the end of its last fiscal year, Orange Investment Advisors’ separately managed accounts held 100% other. The 100% other category is described as: Non-Agency Mortgage-Backed Securities and Other Structured Credit Securities. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Orange Investment Advisors?
Orange Investment Advisors is owned through holding companies by Jerald Menozzi and Boris Peresechensky. Its direct owners are Oia Management Holdings LLC (50% to 75%) and BP Structured Investments LLC (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Orange Investment Advisors get paid?
Orange Investment Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions 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 Investment Advisors?
Orange Investment Advisors’ main office is at 250 S Park Avenue, Ste 370, Winter Park, FL 32789-7001. Its phone number is 407-758-4082. Its website is orangeia.com.