Overview
Old Orchard is an investment advisory firm with its principal place of business in New York, New
York. Old Orchard commenced operations on January 14, 2014. Old Orchard is owned by Ross
Jackman and Lawrence R. Fox (the “Principals”) as well as Intricate Bay Capital LLC. The firm is
managed by the Principals.
Old Orchard provides investment advisory services to its advisory and subadvisory clients
(collectively, “Clients”) which includes pooled investment vehicles and separately managed
accounts intended for institutional and other sophisticated investors. Investment advisory services
provided to each Client are tailored to such Client’s specific investment strategy, objectives and
restrictions, as set forth in each investment
advisory agreement, private placement memorandum,
offering circular and/or Client constituent document (collectively, “Governing Documents”). The
Adviser does not tailor its investment advisory services to the individual needs of investors in the
fund Clients. Each Client may have investment restrictions on investing in certain securities or other
assets, to the extent that such securities are outside of the applicable Client’s existing investment
program and set forth in the Governing Documents.
As of December 31, 2023, Old Orchard had approximately $2,380,317,648 in Client regulatory
assets under management, all of which were managed on a discretionary basis.
The Adviser does not participate in wrap fee programs.