Glenorchy Capital Limited (Boorolite)

Name: Glenorchy Capital Limited
Address: 257 Desmonds Road, Boorolite, 3723
Telephone: +61416433041

Glenorchy Capital Limited is an adviser based in Boorolite. It manages $700 thousand of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2019.

Glenorchy Capital Limited provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Glenorchy Capital Limited: assets under management

The assets under management (AUM) of Glenorchy Capital Limited is $700 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $700 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $116.67 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 85% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 10% of the firm’s portfolio. Investments in derivatives form 5% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Glenorchy Capital Limited for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bradley Thomas Mcfadden serves?

The only and largest group of clients of Bradley Thomas Mcfadden is high net worth individuals with 6 clients and $700 thousand of assets under management. Among the 2 most similar advisory firms, Glenorchy Capital Limited has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $700 thousand for 6 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Glenorchy Capital Limited doesn't advise any private funds.

Careers at Glenorchy Capital Limited

The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Bradley Thomas Mcfadden has been acting as President since 1 Apr 2018. Christopher Matthew Macintosh joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bradley Thomas Mcfadden	Director	1 Apr 2018	50% - 75%	7172434
Christopher Matthew Macintosh	Director	1 Apr 2018	50% - 75%	7172435

Based in Boorolite

The principal office where Glenorchy Capital Limited performs its advisory services is located at 257 Desmonds Road, Boorolite, 3723, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +61416433041. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at glenorchycapital.net.