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ORANGEWOOD PARTNERS MANAGEMENT LLC

NEW YORK, NY · CRD 282292 · IAPD ↗ · 212-324-5630

$1.34BRegulatory AUM
11Advisory reps
15Employees
0Clients
n/aPlanning clients
19Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — ORANGEWOOD PARTNERS MANAGEMENT LLC crossed $1B in regulatory AUM ($970.6M -> $1.34B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
56
April 2025 — ORANGEWOOD PARTNERS MANAGEMENT LLC grew from 9 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
48
April 2024 — ORANGEWOOD PARTNERS MANAGEMENT LLC reported RAUM up 25% ($724.9M -> $908.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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