Ormonde USA provides investment advice and management to private investment funds and high-net-worth families. For funds, Ormonde manages investment portfolios. For families, Ormonde creates tailored investment programs with asset allocation and portfolio management advice. Ormonde may recommend independent investment managers. Ormonde does not currently charge performance-based fees.
Fee Structure
Ormonde USA charges private investment funds a fee based on the value of the fund's assets, typically between 0.20% and 1.0% per year. This fee is calculated daily and charged monthly. Ormonde generally charges family clients an annual fixed fee for investment management services, negotiated with each client and billed quarterly. Ormonde may offer asset-based fees to family clients, but does not currently have any on that fee structure.