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ORTELIUS CAPITAL PARTNERS

· CRD 138284 · IAPD ↗ · orteliusinvestments.com · 917-595-5010

$143.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — ORTELIUS CAPITAL PARTNERS notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — ORTELIUS CAPITAL PARTNERS reported RAUM up 59% ($90.5M -> $143.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2024 — ORTELIUS CAPITAL PARTNERS reported RAUM down 32% ($151.7M -> $102.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
April 2024 — ORTELIUS CAPITAL PARTNERS shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.