ORANGE INVESTMENT ADVISORS, LLC of WINTER PARK, FL is an SEC-registered investment adviser (CRD 289406). Regulatory assets under management: $765.0M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Performance.
Clients served: Pooled vehicles, Investment cos.
| Name | Role | Location |
|---|---|---|
| Jerald Paul Menozzi | MANAGING MEMBER | — |
| Boris Peresechensky | MANAGING MEMBER | — |
| Marcia Anne Wood | CHIEF COMPLIANCE OFFICER | — |
| MENOZZI JERALD P | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| PERESECHENSKY BORIS | MANAGING MEMBER | — |
| MENOZZI JERALD PAUL | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | ON AUGUST 24, 2018, THE ADVISOR AFFILIATE INADVERTENTLY MISINTERPRETED A QUESTION IN THE DISCLOSURE SECTION OF THEIR FORM U-4 SUBMISSION. UPON REALIZATION OF THE MISINTERPRETATION, THE ADVISOR AFFILIATE PROACTIVELY AMENDED THE U-4 FILING, ADVISED THE STATE ABOUT THE MISINTERPRETATION, AND PROVIDED T… | Pending | — |