Investment adviser · CRD 313475

ORVIETO PARTNERS, L.P.

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed May 1, 2026

Regulatory AUM
$189M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$188,626,235100.0%
Filing source

Form ADV 2102556 · May 1, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ORVIETO FUND, L.P.Hedge Fund · Last reported May 1, 2026$189MGross asset value

Form D fundraising filings

Orvieto Fund, L.P.

Fund administrator MORGAN STANLEY FUND SERVICES USA LLC PURCHASE, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP BOSTON, Massachusetts, United States
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Prime broker MORGAN STANLEY & CO. LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

KPMG LLP
PCAOB 185

JEFFERIES LLC
SEC 8-15074

MORGAN STANLEY & CO. LLC
SEC 8-15869

JEFFERIES LLC
CRD 2347 · SEC 8-15074

MORGAN STANLEY & CO. LLC
CRD 8209 · SEC 8-15869

Fund details & source
Fund ID
805-9252810809
Reported beneficial owners
51
Minimum commitment
$1M
Form D file number
021-395271

Form ADV 2102556 · May 1, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 1, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets

Principal office

21 CUSTOM HOUSE ST., SUITE 910
BOSTON, MA, 02110, United States

CRD 313475

Filing source

Form ADV 2102556 · May 1, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.