Orrery Invest

Fee-Only (% of Portfolio)

Orrery Invest manages funds that invest in real estate. The funds invest alongside third-party deal sponsors as a Co-General Partner Investor or Limited Partner Investor, focusing on newly purchased, existing cash-flowing assets. Orrery Invest does not take on any recourse provisions that the Sponsor may be subject to in future Deals. Only qualified individual investors will be allowed to be investors in the Funds.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Orrery Invest charges an annual management fee of 1.50% to 2.00% of the committed capital (assets under management), calculated and payable quarterly. This fee is negotiable, and some investors may receive a lower fee based on the size or timing of their investment. Orrery Invest may also receive carried interest, a performance-based fee, if the fund exceeds a specified return (Hurdle Rate).

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Location

1 Advisors at this firm

Orrery Invest | TrueAdvisor