RIA Intel›Advisers›Delaware›ORESUND CAPITAL LLC

ORESUND CAPITAL LLC

Advisory

Data as of Feb 9, 2026 · Source: SEC Form ADV

Average account

$799K

across 26 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

9 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

HAWK CAPITAL MANAGEMENT LLC

$21M

CENTER HILL WEALTH, LLC

$21M

KOLLER CAPITAL LLC

$20M

SWANSON RIVER CAPITAL MANAGEMENT LLC

$21M

ANNOVA LLC

WILMINGTON, DE

$20M

DONNELLY FINANCIAL SERVICES LLC

$20M

Get the full picture on ORESUND CAPITAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ORESUND CAPITAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans