{"url":"https://nivawealth.com/firms/orange-investment-advisors-289406","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/289406","regulatoryAum":764990641,"crd":"289406","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5791031","suffix":"JR.","lastName":"MENOZZI","firstName":"JERALD","middleName":"PAUL"},{"crd":"4012834","suffix":null,"lastName":"PERESECHENSKY","firstName":"BORIS","middleName":null}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-05-12","regulatoryAum":274645626,"clients":3,"employees":3,"offices":1},{"filedOn":"2022-03-31","regulatoryAum":422613973,"clients":2,"employees":3,"offices":1},{"filedOn":"2023-03-28","regulatoryAum":526500509,"clients":2,"employees":4,"offices":1},{"filedOn":"2024-03-28","regulatoryAum":555879186,"clients":2,"employees":4,"offices":1},{"filedOn":"2025-03-31","regulatoryAum":662718529,"clients":3,"employees":4,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":764990641,"clients":3,"employees":4,"offices":1}],"secFileNumber":"801-111976","legalName":"Orange Investment Advisors, LLC","displayName":"Orange Investment Advisors","slug":"orange-investment-advisors-289406","website":"https://orangeia.com/","classification":{"segment":"registered_funds","segmentLabel":"Fund management","type":"fund_manager","typeLabel":"Mutual funds & ETFs","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/orange-investment-advisors/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"250 S Park Avenue, Ste 370","city":"Winter Park","state":"FL","stateName":"Florida","country":"United States","postalCode":"32789-7001"},"tradeNames":[],"registration":{"secApproved":"27 October 2017","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":4,"advisory":3,"brokerDealerReps":0,"insuranceAgents":0,"promoters":1},"aum":{"regulatory":764990641,"discretionary":428155552,"discretionaryAccounts":2,"nonDiscretionary":336835089,"nonDiscretionaryAccounts":1,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Banking or thrift institutions","clients":1,"fewerThan5":true,"regulatoryAum":336835089},{"label":"Investment companies","clients":1,"regulatoryAum":407999795},{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":20155757}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Federal Home Loan Bank of Atlanta","shortName":"Federal Home Loan Bank of Atlanta","location":"Atlanta, GA","smaAssets":336835089}],"custodyNote":"Orange Investment Advisors has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Marcia Wood","title":"Chief Compliance Officer","crd":"8066996"}],"ownership":[{"label":"Oia Management Holdings LLC","detail":"Member in the 50% to 75% ownership band and a control person, since June 2017."},{"label":"BP Structured Investments LLC","detail":"Member in the 25% to 50% ownership band and a control person, since June 2017."},{"label":"Jerald Menozzi","detail":"Indirect owner: a managing member of Oia Management Holdings LLC in the 75% or more band and a control person, since June 2017.","parent":"Oia Management Holdings LLC"},{"label":"Boris Peresechensky","detail":"Indirect owner: a managing member of BP Structured Investments LLC in the 75% or more band and a control person, since February 2017.","parent":"BP Structured Investments LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"250 S Park Avenue, Ste 370","city":"Winter Park","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"407-758-4082","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for investment companies","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Other","percent":100,"detail":"Non-Agency Mortgage-Backed Securities and Other Structured Credit Securities"}],"privateFunds":1},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/289406/PDF/289406.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 Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Orange Investment Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Orange Investment Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Orange Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Orange Investment Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Orange Investment Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Orange Investment Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Orange Investment Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 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."}