# Orderly Finance

Orderly Finance is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 306511
- **SEC file number:** 801-117809
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306511

## About

ORDERLY FINANCE is an SEC-registered investment adviser in WALNUT CREEK, CA. The firm manages $93 million in assets, $90 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Orderly Finance?

Public records do not identify any named principals, chief investment officers, or managing directors at Orderly Finance. The firm has not published a team page or executive leadership list. Without disclosed personnel, investment decision-making authority cannot be attributed.

### How does Orderly Finance source proprietary deal flow?

Orderly Finance has not publicly described any deal sourcing methodology. There are no known references to proprietary networks, partnership arrangements, or intermediary relationships. The firm's sourcing model is unknown.

### What investment stages does Orderly Finance typically target?

Orderly Finance has not disclosed any stage preferences, from early-stage venture to direct buyouts or fund commitments. No public data supports a conclusion about its investment stage focus.

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Last updated: 2026-07-06T01:24:22.549Z

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