OGAM, LP

CRD 287919File 801-110456

APPROVED

Custody

Filing as of Jul 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$8.69B

Top 10% of cohort (national)

Discretionary AUM

$4.60B

Non-discretionary $4.09B

Clients

27 accounts

Employees

Top 10% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Partnership
Firm type: Registered
SEC region: FWRO
Registration date: Apr 20, 2017
Principal office: 3737 BUFFALO SPEEDWAY, SUITE 700, HOUSTON, TX, 77098
Phone: 1 (713) 225-5965
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/ORCHARD-GLOBAL-ASSET-MANAGEMENT/ABOUT/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $8.69B
Discretionary AUM: $4.60B
Non-discretionary AUM: $4.09B
Discretionary accounts: 19
Non-discretionary accounts: 8
Total accounts: 27
AUM per client: $579.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	15	$5.71B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — SEE SCHEDULE D - MISCELLANEOUS
Performance-based fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	27	15
Aug 12, 2026	Registration	—	APPROVED

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.