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Ortelius Capital Partners
SEC-regulated
Registered investment advisor
Ortelius Capital Partners, LLC is an investment adviser registered with the SEC, specializing in hedge funds and activist investing. Established in 2002, the firm is majority-owned by H.R.H. Prince Pavlos of Greece and Peter DeSorcy. Ortelius manages approximately $90.5 million, with $47.6 million on a discretionary basis and $42.9 million on a non-discretionary basis. The firm advises private pooled investment vehicles and separately managed accounts. Private Fund investors typically face a minimum investment of $1 million or $5 million, subject to negotiation. Ortelius charges management fees and may receive performance fees. The firm may engage in side letter arrangements with certain investors. Investment strategies include capital structure arbitrage, long/short equities, and activist investing. Ortelius emphasizes compliance with SEC regulations, including custody requirements. The firm does not have a disciplinary history and maintains a Code of Ethics. Ortelius reviews client assets periodically and provides detailed reports. The firm follows strict brokerage practices, considering factors like best execution and research quality. Ortelius has no financial constraints affecting client commitments and does not solicit prepayment exceeding $1,200 per client.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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