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Orchard Global Asset Management

SEC-registered adviser since 2017London, United KingdomCRD 287599

$11.3B
AUM
38
Clients
See fees
Fee
20
Advisory staff

From Form ADV filed 26 March 2026 · data retrieved 15 October 2026SEC record

Orchard Global Asset Management is an investment adviser headquartered in London, United Kingdom, and registered with the SEC since 2017. Its clients include pooled investment vehicles and other clients.

Its services include portfolio management for pooled vehicles and portfolio management for institutions. Fee arrangements include a percentage of assets under management, performance-based fees and other arrangements. Orchard Global Services Limited owns 75% or more of Orchard Global Asset Management, and Paul Horvath is its CEO.

Clients

Orchard Global Asset Management serves 38 clients, 28 of them pooled investment vehicles. The average client has about $297 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles28 clients74%
  • Other10 clients26%
Show client breakdown
Pooled investment vehicles
Clients
28
Regulatory AUM
$8,364,630,240
Share
74.1%
Avg. per client
$298.7M
Other
Clients
10
Regulatory AUM
$2,918,517,451
Share
25.9%
Avg. per client
$291.9M

Total

Clients
38
Regulatory AUM
$11,283,147,691
Share
100%
Avg. per client
$296.9M

What it does

Orchard Global Asset Management provides portfolio management for pooled vehicles and portfolio management for institutions. It is paid through a percentage of assets, performance-based fees and other arrangements.

Orchard Global Asset Management advises 8 private funds.

80.4% of assets ($9.07B across 27 accounts) are managed with discretion; $2.22B across 11 accounts are not. 79% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Funds40%
  • Cash1%
  • Other59%
    • Undrawn capital, loans, credit linked notes and collateralised loan obligations.59%

Custodians

Orchard Global Asset Management’s client accounts are held mainly at State Street Bank and Trust, with 26% of managed assets. Orchard Global Asset Management has custody of $9.07B for 27 clients.

Managed account assets by custodian
  • State Street Bank and TrustState Street Bank and Trust Company · Boston, MA · $2.92B26%
  • All other custodians$8.36B74%

Ownership and leadership

Orchard Global Services Limited owns 75% or more of Orchard Global Asset Management, and Paul Horvath is its CEO.

Who owns the firm
Orchard Global Asset Management LLP· the adviser

  • Orchard Global Services Limited

    Control person · since October 2008

    Owns 75% or more of Orchard Global Asset Management LLP

Leadership

  • Paul Horvath
    Chief Executive Officer
  • Jin Guo Wong
    Chief Financial Officer
  • Hans Gentzel
    Chief Operating Officer
  • Simon James
    Chief Compliance Officer
  • Pierre Michaud
    General Counsel
  • Andrew Weber
    Head of Structuring
  • John Young
    Chief Investment Officer

Staff

  • 60 employees
  • 20 in advisory functions
  • 5 soliciting firms

Fees

Orchard Global Asset Management is paid through a percentage of assets under management, performance-based fees and other.

Orchard Global Asset Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Orchard Global Asset Management has 0 offices, with 1 listed address with no US state reported.

Other business names

Orchard Global Asset Management has reported 1 other business name to the SEC.

  • Orchard Global

Registration details

Legal name
Orchard Global Asset Management LLP
Headquarters
100 Bishopsgate, Sixteenth Floor, London, United Kingdom EC2N 4AG
Phone
442070600088
Website
www.orchardglobal.com
SEC file
801-110205
Structure
limited liability partnership organized in United Kingdom
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Orchard Global Asset Management have?

Orchard Global Asset Management has 38 clients and manages $11.3 billion for them, as of March 2026. They include 28 pooled investment vehicles and 10 other clients.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 March 2026

What services does Orchard Global Asset Management offer?

Orchard Global Asset Management provides 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 Orchard Global Asset Management use?

Orchard Global Asset Management’s separately managed account assets are held at State Street Bank and Trust Company (Boston, MA), with $2,918,517,451. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026

How many financial advisors does Orchard Global Asset Management have?

Orchard Global Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 60 employees, and 20 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 Orchard Global Asset Management invest in?

At the end of its last fiscal year, Orchard Global Asset Management’s separately managed accounts held 59% undrawn capital, loans, credit linked notes and collateralised loan obligations., 40% pooled vehicles (private funds and similar) and 1% cash and equivalents. It advises 8 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Orchard Global Asset Management?

Orchard Global Asset Management is owned through a chain of holding companies by John Young and Paul Horvath. Its direct owner is Orchard Global Services Limited (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 26 March 2026

How does Orchard Global Asset Management get paid?

Orchard Global Asset Management is paid through a percentage of assets under management, performance-based fees and other arrangements. 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

Sources

  1. Form ADV Part 1A, amendment filed 26 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 287599.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Orchard Global Asset Management LLP and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.