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Orvida Investment Advisors
Orvida Investment Advisors is an RIA specializing in 1031 and 721 exchange plans and providing expert advice on real estate-related alternative investments.
Orvida Investment Advisors
Orvida Investment Advisors is an RIA specializing in 1031 and 721 exchange plans and providing expert advice on real estate-related alternative investments. It offers services including real estate portfolio consultation, portfolio optimization, property sales brokerage, and 1031 exchange portfolio creation. The firm also provides private placement advisory on real estate alternative investments.
General information
Firm type
Asset Manager
Year founded
2003
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Principals
Jill DeWan
Founder and Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Orvida?
Founder and Chief Investment Officer Jill DeWan runs investment decisions. She built the firm in 2003 after earlier career experience in private equity advisory and placement. The team remains intentionally lean, with DeWan directly involved in pricing and structuring every transaction.
Does Orvida participate in direct company investments or only secondaries?
Orvida's primary mandate is secondaries — purchasing existing LP interests in private equity, venture, and growth equity funds. The firm also structures GP-led solutions such as continuation funds. Orvida does not market itself as a direct co-investor; the model is built on acquiring seasoned LP positions, not originating primary company equity.
Where does Orvida invest geographically?
The firm's underlying LP-stake acquisitions are concentrated in North American private equity, venture, and growth equity funds. Orvida does not publicly disclose dedicated emerging-market or European fund strategies. The San Francisco headquarters reflects its primary sourcing and decision-making base.
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