# Glenorchy Capital Limited

> 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.

- CRD: 305636
- Filed as: GLENORCHY CAPITAL LIMITED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305636
- AdvisorCensus page: https://advisorcensus.com/firm/glenorchy-capital-limited-305636

## Quick answers

**How is Glenorchy Capital Limited compensated?**
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.

**Is Glenorchy Capital Limited registered with the SEC or a state?**
Glenorchy Capital Limited is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305636.

**How much does Glenorchy Capital Limited manage?**
Glenorchy Capital Limited reports $254,413,430 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Glenorchy Capital Limited's assets and staff changed since 2021?**
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.

**What types of clients does Glenorchy Capital Limited serve?**
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).

**Which custodians does Glenorchy Capital Limited use?**
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.

**Does Glenorchy Capital Limited report any disciplinary disclosures?**
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

**What changed in Glenorchy Capital Limited's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $216,242,945 to $254,413,430 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $254,413,430
- Discretionary: $254,413,430
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | 344 | $230,962,764 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $7,247,281 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 22 | $16,203,385 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2019 (6 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, HI, IL, LA, ME, MI, MN, MO, NC, NE, NH, NM, NV, NY, OR, PA, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- glenorchycapital.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $21,972,113 | 2 | June 3, 2021 |
| October 2022 | $98,758,877 | 3 | August 19, 2022 |
| October 2023 | $139,512,279 | 3 | April 10, 2023 |
| October 2024 | $174,623,816 | 5 | July 24, 2024 |
| October 2025 | $216,242,945 | 5 | June 30, 2025 |
| October 2026 | $254,413,430 | 5 | March 24, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $216,242,945 to $254,413,430 (+18%).

### February 2026
- Registered or notice-filed in ME.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Glenorchy Capital Limited (CRD 305636): Form ADV filing data as of October 2026.