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Orend Investment Management
OREND INVESTMENT MANAGEMENT, INC. is an SEC-registered investment adviser in YOUNGSTOWN, OH. It manages approximately $2 million in regulatory assets.
Orend Investment Management
OREND INVESTMENT MANAGEMENT, INC. is an SEC-registered investment adviser in YOUNGSTOWN, OH. It manages approximately $2 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Principals
Not publicly disclosed in available sources
Not publicly disclosed
Frequently asked questions
Who runs investment decisions at Orend Investment Management?
Orend Investment Management has not publicly identified its investment committee or any individual responsible for portfolio management. The firm is registered with the SEC as an RIA, which implies a named Chief Compliance Officer and at least one principal on file with regulators, but those names are not part of any public marketing or disclosure. Allocators seeking this information would need to obtain it through a direct request from the firm or from SEC Form ADV filings.
How does Orend Investment Management source proprietary deal flow?
Orend Investment Management has not described its deal sourcing methodology publicly. As a registered RIA, the firm may rely on traditional channels such as investment bank relationships, broker-dealer networks, and direct outreach. Without public disclosure, any characterization of its sourcing model would be speculative.
Is Orend Investment Management structured as a single family office or does it operate more like a venture firm?
Orend Investment Management is structured as a registered investment advisor (RIA), not a family office. RIAs are regulated by the SEC and may serve multiple clients, including institutions and high-net-worth individuals. There is no public indication that the firm operates as a single-family office or a venture capital firm.
Does Orend Investment Management participate in fund commitments or only direct deals?
Orend Investment Management has not publicly disclosed whether it commits to external funds, co-invests directly, or follows a hybrid model. Without such disclosure, it is not possible to confirm the firm's investment vehicle preferences. Allocators should request this information during due diligence.
What investment stages does Orend Investment Management typically target?
Orend Investment Management has not publicly defined its stage preferences. The firm's RIA registration suggests it may manage a diversified portfolio across public and private markets, but the absence of a stated strategy means no stage target can be reliably identified. Direct inquiry or review of SEC filings would be necessary.
Which sectors does Orend Investment Management explicitly avoid?
No public information exists regarding exclusionary screens or negative sector preferences for Orend Investment Management. The firm's public profile contains no mention of sustainability exclusions, tobacco, firearms, or any other prohibited sectors. Without such disclosure, no sector avoidance can be confirmed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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