Orange Investment Advisors, LLC

Orange Investment Advisors, LLC is an SEC-registered investment adviser established in April 2017, with its principal owners being OIA Management Holdings, LLC and BP Structured Investments, LLC. The firm specializes in fixed income securities, focusing on structured credit securities such as RMBS, CMBS, ABS, and CLOs. Orange offers discretionary and non-discretionary advisory services to institutional clients and pooled investment vehicles. The firm manages a private fund, Orange Credit Dislocation Fund, LP, and sub-advises the Easterly Income Opportunities Fund. For separately managed accounts, fees are negotiable and based on individual contracts. As of 12/31/2024, Orange managed $662,718,529 in regulatory assets under management. The firm charges management fees based on assets under management and may receive performance-based fees. Orange's investment strategy involves a relative value approach across structured credit sectors to generate excess returns with low volatility. The firm emphasizes risk management at both portfolio and security levels. Clients are primarily institutional investors, high net worth individuals, family offices, and endowments. Orange has a Code of Ethics, addresses conflicts of interest, and has policies for best execution, brokerage practices, and proxy voting. The firm does not have custody of client assets and has no financial commitments impairing its ability to meet client obligations. For further details or financial information, clients can contact Jay Menozzi at (407) 758-4082 or [email protected].