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ORCHARD CAPITAL MANAGEMENT, LLC
CRD 269957File 801-106488
APPROVED
Custody
Filing as of Sep 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$111.8M
Bottom 25% of cohort (national)
Discretionary AUM
$111.8M
Clients
1
32 accounts
Employees
5
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 10, 2015
- Principal office
- 130 N GARLAND CT, # 5701, CHICAGO, IL, 60602
- Phone
- 312-628-6700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $111.8M
- Discretionary AUM
- $111.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 32
- Non-discretionary accounts
- 0
- Total accounts
- 32
- AUM per client
- $111.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $54.5M |
| Charitable organizations | Fewer than 5 | $3.1M |
| Pooled investment vehicles | 1 | $54.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — DIRECT AUTHORIZED EXPENSES FOR CERTAIN CLIENTS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 2 | 1 | decreased by1 |
| Apr 1, 2026 | AUM | $321,870,000 | $111,840,000 | decreased by$210,030,000 |
| Apr 1, 2026 | Accounts | 29 | 32 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 4 | 2 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $404,500,000 | $321,870,000 | decreased by$82,630,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 35 | 29 | decreased by6 |
| Jul 1, 2022 | AUM | $413,600,000 | $404,500,000 | decreased by$9,100,000 |
| Apr 1, 2022 | Employees | 7 | 5 | decreased by2 |
| Apr 1, 2022 | Clients | 5 | 4 | decreased by1 |
| Apr 1, 2022 | AUM | $268,600,000 | $413,600,000 | increased by$145,000,000 |
| Apr 1, 2022 | Accounts | 30 | 35 | increased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ORCHARD CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ORCHARD CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.