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GLENORCHY CAPITAL LIMITED
CRD 305636File 801-117456
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$254.4M
Below cohort median (national)
Discretionary AUM
$254.4M
Clients
368
705 accounts
Employees
5
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Nov 22, 2019
- Principal office
- Not reported
- Phone
- +61416433041
- Website
- http://glenorchycapital.net
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $254.4M
- Discretionary AUM
- $254.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 705
- Non-discretionary accounts
- 0
- Total accounts
- 705
- AUM per client
- $691K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 22 | $16.2M |
| High net worth individuals | 344 | $231.0M |
| Pooled investment vehicles | 2 | $7.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 366 | 368 | increased by2 |
| Apr 1, 2026 | AUM | $216,242,945 | $254,413,430 | increased by$38,170,485 |
| Apr 1, 2026 | Accounts | 366 | 705 | increased by339 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 5 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 151 | 366 | increased by215 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $98,758,877 | $216,242,945 | increased by$117,484,068 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 227 | 366 | increased by139 |
| Apr 1, 2022 | Employees | 2 | 3 | increased by1 |
| Apr 1, 2022 | Clients | 46 | 151 | increased by105 |
| Apr 1, 2022 | AUM | $21,972,113 | $98,758,877 | increased by$76,786,764 |
| Apr 1, 2022 | Accounts | 46 | 227 | increased by181 |
| 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 “GLENORCHY CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GLENORCHY 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.