O
Oresund Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,850,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
8
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$2,106,250
About
Oresund Capital LLC manages approximately $20.8 million and serves as a discretionary investment adviser to private pooled investment funds and a small number of separately managed accounts. Its investors are limited to accredited investors and qualified purchasers, and the majority of the funds’ investors are institutional, primarily foundations and endowments.
The firm follows a fundamentally driven, life‑sciences focused strategy, taking large, concentrated, often long‑term positions across equity, debt and related derivatives and engaging with company management when appropriate. OC conducts regular (at least monthly) portfolio reviews and may employ hedging, leverage and investments in less liquid or early‑stage companies as part of its risk and return management.
OC is notable among similarly sized independent advisers for sponsoring and managing private pooled funds and for receiving performance‑based incentive allocations subject to high‑water‑mark procedures, rather than relying solely on percentage‑of‑AUM fees. The firm also manages pooled vehicles alongside SMAs where derivatives and hedging are used, and it does not serve non‑high‑net‑worth retail individual clients.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
Typically 25% performance allocation (incentive fee) on net income allocated quarterly, subject to a high water mark; applied to qualified clients in the Funds; may vary or be absent in Separate Accounts
Account minimum: $1,000,000 minimum (subject to discretion) for Funds; no minimum for Separate Managed Accounts (SMAs)
Main office location
Oresund Capital LLC
Reno NV, United States
Number of offices
1
Most active in
Oresund Capital LLC has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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