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ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC

NEW YORK, NY · CRD 283384 · IAPD ↗ · orthogon.partners · 212.658.0732

$161.0MRegulatory AUM
5Advisory reps
11Employees
0Clients
n/aPlanning clients
10Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
August 2024 — ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC (NEW YORK, NY) left the SEC roster (was $161.0M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
April 2024 — ORTHOGON PARTNERS INVESTMENT MANAGEMENT, LLC reported RAUM down 29% ($227.7M -> $161.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

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