Old Orchard Capital Management LP and its affiliate Old Orchard Private Capital LLC (collectively referred to as Old Orchard) provide investment management services to pooled investment vehicles and separately managed accounts for institutional and sophisticated investors. Old Orchard focuses primarily on credit markets, utilizing relative value analysis across credit, structured products, sectors, and duration, alongside fundamental and technical analysis. The firm invests in municipal, corporate, and sovereign securities, asset-backed products, real estate, mortgage-related products, derivatives, debt, and equity, engaging in both long and short positions as well as hedging strategies. Old Orchard has broad discretionary authority over client portfolios, tailoring investment strategies based on each client's specific governing documents and objectives rather than individual retail investor needs. The firm does not manage accounts for individual retail investors or offer personal financial planning, tax preparation, or retail wealth management services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Management fee is up to 0.50% per quarter (approximately 2.00% annually) based on assets under management, and fees are negotiable. Some clients are also subject to an incentive allocation ranging from 0% to 30%.