# Orchid Advisory

Orchid Advisory is a Multi Family Office based in Dallas, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2023
- **Assets under management:** $296M (Altss estimate)
- **Website:** orchid-advisory.com
- **LinkedIn:** https://www.linkedin.com/company/orchid-advisory

## Regulatory record

- **CRD number:** 327750
- **SEC file number:** 801-128761
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-05T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327750

## About

Cathleen Crews established Orchid Advisory to deliver tailored wealth management for a limited number of families. Crews draws on prior experience at JPMorgan Private Bank and Matter Family Office. The firm maintains its headquarters in Dallas. Orchid Advisory deploys capital through direct co-investments and SPVs. It also executes philanthropic and mission-related investments. Confirmed sector exposure includes RegTech, Industrial Tech, EdTech, FinTech, and Enterprise Software. Activity centers on North America. The firm lists relationships with Uplift Education and Children's Health Services of Texas through board service by Crews. The team includes Sarah Kelton as Associate and Portfolio Manager. Orchid Advisory participates in the Advisor Advocacy Alliance and the Communities Foundation of Texas Expert Network. No dated operational events from the last 24 months appear in available records. Orchid Advisory operates with a boutique mandate that restricts client intake to multi-generational families and integrates board-level philanthropic commitments directly into its investment posture.

## Sectors

- RegTech
- Industrial Tech
- EdTech
- FinTech
- Enterprise Software

## People

- Cathleen Crews — CEO and Founder
- Sarah Kelton — Associate and Portfolio Manager

## Questions

### Who runs investment decisions at Orchid Advisory?

Cathleen Crews serves as CEO and Founder. Sarah Kelton acts as Associate and Portfolio Manager. Decisions incorporate direct co-investments and philanthropic mandates.

### How does Orchid Advisory source proprietary deal flow?

Crew's board roles at Uplift Education and Children's Health Services of Texas generate co-investment access. The firm also draws on relationships within the Advisor Advocacy Alliance.

### Does Orchid Advisory participate in fund commitments or only direct deals?

The firm executes direct co-investments and SPVs. It also allocates through philanthropic and mission-related vehicles.

### What investment stages does Orchid Advisory typically target?

Activity includes startups alongside private market opportunities. No stage restrictions beyond direct and mission-related formats are stated.

## Related profiles

- [Miramontes Capital](https://altss.com/profile/miramontes-capital)
- [Pegasus Capital](https://altss.com/profile/pegasus-capital)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/orchid-advisory

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology