{
  "crd_number": 305636,
  "slug": "glenorchy-capital-limited-305636",
  "primary_business_name": "GLENORCHY CAPITAL LIMITED",
  "legal_name": "GLENORCHY CAPITAL LIMITED",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-11-22",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-24",
  "carried_forward": false,
  "raum_total": 254413430.0,
  "raum_discretionary": 254413430.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "charitable": {
      "raum": 0.0,
      "count": null
    },
    "individuals": {
      "raum": 0.0,
      "count": null
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": null
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 230962764.0,
      "count": 344
    },
    "pooled_investment_vehicles": {
      "raum": 7247281.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 16203385.0,
      "count": 22
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "HI",
    "IL",
    "LA",
    "ME",
    "MI",
    "MN",
    "MO",
    "NC",
    "NE",
    "NH",
    "NM",
    "NV",
    "NY",
    "OR",
    "PA",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://glenorchycapital.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305636",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/glenorchy-capital-limited-305636",
  "display_name": "Glenorchy Capital Limited",
  "summary": "Glenorchy Capital Limited is an SEC-registered investment advisory firm, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.",
  "citation": "AdvisorCensus. Glenorchy Capital Limited (CRD 305636): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Glenorchy Capital Limited compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Glenorchy Capital Limited reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Glenorchy Capital Limited registered with the SEC or a state?",
      "a": "Glenorchy Capital Limited is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305636."
    },
    {
      "q": "How much does Glenorchy Capital Limited manage?",
      "a": "Glenorchy Capital Limited reports $254,413,430 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Glenorchy Capital Limited's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Glenorchy Capital Limited: Regulatory assets under management: $21,972,113 in the October 2021 data and $254,413,430 in the October 2026 data, up 1058%. Total employees: 2 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Glenorchy Capital Limited serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (344); corporations or other businesses not listed above (22); pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Which custodians does Glenorchy Capital Limited use?",
      "a": "Glenorchy Capital Limited's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Glenorchy Capital Limited report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305636"
    },
    {
      "q": "What changed in Glenorchy Capital Limited's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $216,242,945 to $254,413,430 (+18%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 21972113.0,
      "total_employees": 2,
      "filing_date": "2021-06-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 98758877.0,
      "total_employees": 3,
      "filing_date": "2022-08-19"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 139512279.0,
      "total_employees": 3,
      "filing_date": "2023-04-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 174623816.0,
      "total_employees": 5,
      "filing_date": "2024-07-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 216242945.0,
      "total_employees": 5,
      "filing_date": "2025-06-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 254413430.0,
      "total_employees": 5,
      "filing_date": "2026-03-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $216,242,945 to $254,413,430 (+18%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in ME."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/glenorchy-capital-limited-305636.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 344,
      "fewer_than_5": false,
      "raum": 230962764.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 7247281.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 22,
      "fewer_than_5": false,
      "raum": 16203385.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305636",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}