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Ormonde Investment Management, LLC

● SEC registered since 2021CRD 313328SEC# 801-120659Dallas, TX
Export (members)
Reg. AUM
$105.3M
Employees
2
Accounts
3
Location
Dallas, TX

Ormonde Investment Management, LLC assets under management

Ormonde Investment Management, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2021. It reports $105.3 million in regulatory assets under management and employs 2 people.

Ormonde Investment Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
David A Galardi ControlMember50-75%2026
Fraser Eliot Marcus ControlManagerUnder 5%2022
Stephen Mark Smith ControlChief Compliance Officer, ManagerUnder 5%2021
William Alfred Jones ControlMember50-75%2026

Frequently asked questions

How much does Ormonde Investment Management, LLC manage?

Ormonde Investment Management, LLC reports $105.3 million in regulatory assets under management on its Form ADV.

How many employees does Ormonde Investment Management, LLC have?

Ormonde Investment Management, LLC reports 2 employees.

Where is Ormonde Investment Management, LLC located?

Ormonde Investment Management, LLC is based in Dallas, TX and has been SEC-registered since 2021.

Does Ormonde Investment Management, LLC disclose fund performance?

Ormonde Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4100 Alpha Road, Suite 500, Dallas, TX 75244
Phone+44 204 524 3210
Office hours9a.m. - 5p.m.
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$105.3M▲ 12%
Feb '25 — $93.7MMar '25 — $93.7MApr '25 — $93.7MMay '25 — $93.7MJun '25 — $93.7MJul '25 — $93.7MAug '25 — $93.7MSep '25 — $93.7MOct '25 — $93.7MNov '25 — $93.7MDec '25 — $93.7MJan '26 — $93.7MFeb '26 — $93.7MMar '26 — $97.7MApr '26 — $97.7MMay '26 — $97.7MJun '26 — $97.7MJul '26 — $105.3M
Feb '25Form ADV, monthlyJul '26

How this firm compares

Regulatory AUMTop 92%
Larger than 8% of 16,306 advisers
EmployeesTop 86%
More than 14% of 16,824 advisers

Assets under management

$105.3Mregulatory AUM
Discretionary $90KNon-discretionary $105.3M