Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM
Total Accounts
10Y AUM Change
Private Funds
Private funds reported by Orkila Management, LLC
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees
Clients per Employee
10Y Employee Change
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
Ownership
Reported direct and indirect ownership ranges
Each range applies to a separate reported relationship and should not be added together.
Reported ownership ranges
Highlighted bands show the percentage range reported in Form ADV.
0%25%50%75%100%
ORKILA CAPITAL, LLCDirect owner · Schedule AInterest in ORKILA MANAGEMENT, LLC
50% to < 75%
TAYLOR STUYVESANT STORMSDirect owner · Schedule AInterest in ORKILA MANAGEMENT, LLC
10% to < 25%
BSH-ORKILA M LLCDirect owner · Schedule AInterest in ORKILA MANAGEMENT, LLC
10% to < 25%
A/NPC ACQUISITIONS HOLDINGS CORP.Direct owner · Schedule AInterest in ORKILA MANAGEMENT, LLC
10% to < 25%
JESSE M DUBEYIndirect owner · Schedule BInterest in ORKILA CAPITAL, LLC
75%+
BIG SPRUCE HOLDINGS, LLCIndirect owner · Schedule BInterest in BSH-ORKILA M LLC
75%+
RICHARD L GRUBMAN JR TRUSTIndirect owner · Schedule BInterest in BIG SPRUCE HOLDINGS, LLC
75%+
Ellis Mortimer GrubmanIndirect owner · Schedule BInterest in BIG SPRUCE FIDUCIARY MANAGEMENT CORP.
75%+
Ellis Mortimer GrubmanIndirect owner · Schedule BInterest in BIG SPRUCE, INC.
75%+
A/NPC HOLDINGS LLCIndirect owner · Schedule BInterest in A/NPC ACQUISITIONS HOLDINGS CORP.
75%+
NEWHOUSE FAMILY HOLDINGS, L.P.Indirect owner · Schedule BInterest in ADVANCE PUBLICATIONS, INC.
75%+
ADVANCE LONG-TERM MANAGEMENT TRUSTIndirect owner · Schedule BInterest in NEWHOUSE FAMILY HOLDINGS, L.P.
75%+
ADVANCE VOTING TRUSTIndirect owner · Schedule BInterest in NEWHOUSE FAMILY HOLDINGS, L.P.
75%+
NEWHOUSE BROADCASTING CORPORATIONIndirect owner · Schedule BInterest in A/NPC HOLDINGS LLC
50% to < 75%
ADVANCE PUBLICATIONS, INC.Indirect owner · Schedule BInterest in A/NPC HOLDINGS LLC
25% to < 50%
Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Orkila Management, LLC.
Reported ownership and control details
Form ADV · Filing date 2026-03-31 · Schedules A and B
| # | Owner / person & role | Interest in entity | Reported interest | Control person | Title / status acquired | Source |
|---|---|---|---|---|---|---|
| 1 | ORKILA CAPITAL, LLCMEMBERDomestic entity | ORKILA MANAGEMENT, LLC | 50% to less than 75%Code D | Yes | MEMBER04/2014 | Schedule APDF page 102 |
| 2 | TAYLOR STUYVESANT STORMSCCO / MEMBERIndividual | ORKILA MANAGEMENT, LLC | 10% to less than 25%Code B | Yes | CCO / MEMBER04/2014 | Schedule APDF page 102 |
| 3 | BSH-ORKILA M LLCMEMBERDomestic entity | ORKILA MANAGEMENT, LLC | 10% to less than 25%Code B | No | MEMBER08/2021 | Schedule APDF page 102 |
| 4 | A/NPC ACQUISITIONS HOLDINGS CORP.MEMBERDomestic entity | ORKILA MANAGEMENT, LLC | 10% to less than 25%Code B | No | MEMBER08/2021 | Schedule APDF page 102 |
| 5 | AVERY ANN TOPPINOCHIEF FINANCIAL OFFICERIndividual | ORKILA MANAGEMENT, LLC | Less than 5%Code NA | Yes | CHIEF FINANCIAL OFFICER01/2026 | Schedule APDF page 102 |
| 6 | JESSE M DUBEYMEMBERIndividual | ORKILA CAPITAL, LLC | 75% or moreCode E | Yes | MEMBER02/2013 | Schedule BPDF page 103 |
| 7 | TAYLOR STUYVESANT STORMSMANAGERIndividual | ORKILA CAPITAL, LLC | Percentage not specifiedCode F | Yes | MANAGER05/2018 | Schedule BPDF page 103 |
| 8 | BIG SPRUCE HOLDINGS, LLCMEMBERDomestic entity | BSH-ORKILA M LLC | 75% or moreCode E | Yes | MEMBER08/2021 | Schedule BPDF page 103 |
| 9 | BIG SPRUCE, INC.MANAGERDomestic entity | BSH-ORKILA M LLC | Percentage not specifiedCode F | Yes | MANAGER08/2021 | Schedule BPDF page 103 |
| 10 | RICHARD L GRUBMAN JR TRUSTMEMBERDomestic entity | BIG SPRUCE HOLDINGS, LLC | 75% or moreCode E | Yes | MEMBER10/2017 | Schedule BPDF page 103 |
| 11 | BIG SPRUCE FIDUCIARY MANAGEMENT CORP.TRUSTEEDomestic entity | RICHARD L GRUBMAN JR TRUST | Percentage not specifiedCode F | Yes | TRUSTEE11/2019 | Schedule BPDF page 103 |
| 12 | Ellis Mortimer GrubmanMEMBERIndividual | BIG SPRUCE FIDUCIARY MANAGEMENT CORP. | 75% or moreCode E | Yes | MEMBER11/2019 | Schedule BPDF page 103 |
| 13 | Ellis Mortimer GrubmanMEMBERIndividual | BIG SPRUCE, INC. | 75% or moreCode E | Yes | MEMBER11/2019 | Schedule BPDF page 103 |
| 14 | A/NPC HOLDINGS LLCSHAREHOLDERDomestic entity | A/NPC ACQUISITIONS HOLDINGS CORP. | 75% or moreCode E | Yes | SHAREHOLDER04/2019 | Schedule BPDF page 103 |
| 15 | NEWHOUSE BROADCASTING CORPORATIONMEMBERDomestic entity | A/NPC HOLDINGS LLC | 50% to less than 75%Code D | Yes | MEMBER08/2013 | Schedule BPDF page 103 |
| 16 | ADVANCE PUBLICATIONS, INC.SHAREHOLDERDomestic entity | A/NPC HOLDINGS LLC | 25% to less than 50%Code C | Yes | SHAREHOLDER08/2013 | Schedule BPDF page 103 |
| 17 | NEWHOUSE FAMILY HOLDINGS, L.P.SHAREHOLDERDomestic entity | ADVANCE PUBLICATIONS, INC. | 75% or moreCode E | Yes | SHAREHOLDER03/2005 | Schedule BPDF page 103 |
| 18 | ADVANCE LONG-TERM MANAGEMENT TRUSTGENERAL PARTNERDomestic entity | NEWHOUSE FAMILY HOLDINGS, L.P. | 75% or moreCode E | Yes | GENERAL PARTNER03/2005 | Schedule BPDF page 103 |
| 19 | ADVANCE VOTING TRUSTLIMITED PARTNERDomestic entity | NEWHOUSE FAMILY HOLDINGS, L.P. | 75% or moreCode E | Yes | LIMITED PARTNER03/2005 | Schedule BPDF page 103 |
| 20 | Samuel I NewhouseTRUSTEEIndividual | ADVANCE LONG-TERM MANAGEMENT TRUST | Percentage not specifiedCode F | Yes | TRUSTEE11/2012 | Schedule BPDF page 103 |
| 21 | Steven O NewhouseTRUSTEEIndividual | ADVANCE LONG-TERM MANAGEMENT TRUST | Percentage not specifiedCode F | Yes | TRUSTEE11/2012 | Schedule BPDF page 103 |
| 22 | Michael A NewhouseTRUSTEEIndividual | ADVANCE LONG-TERM MANAGEMENT TRUST | Percentage not specifiedCode F | Yes | TRUSTEE11/2012 | Schedule BPDF page 103 |
| 23 | Victor F GanziTRUSTEEIndividual | ADVANCE LONG-TERM MANAGEMENT TRUST | Percentage not specifiedCode F | Yes | TRUSTEE12/2015 | Schedule BPDF page 103 |
| 24 | THOMAS S SUMMERSTRUSTEEIndividual | ADVANCE LONG-TERM MANAGEMENT TRUST | Percentage not specifiedCode F | Yes | TRUSTEE01/2019 | Schedule BPDF page 103 |
| 25 | Samuel I NewhouseTRUSTEEIndividual | ADVANCE VOTING TRUST | Percentage not specifiedCode F | Yes | TRUSTEE11/2012 | Schedule BPDF page 103 |
| 26 | Steven O NewhouseTRUSTEEIndividual | ADVANCE VOTING TRUST | Percentage not specifiedCode F | Yes | TRUSTEE11/2012 | Schedule BPDF page 103 |
| 27 | Michael A NewhouseTRUSTEEIndividual | ADVANCE VOTING TRUST | Percentage not specifiedCode F | Yes | TRUSTEE11/2012 | Schedule BPDF page 103 |
Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.
Compliance & Disclosures
Filing dated 3/31/2026 9:41:21 AM
Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.
RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No
In the past ten years, have you or any advisory affiliate:
- A1Been convicted of or pleaded guilty or no contest to a felony?No
- A2Been charged with a felony?No
BMisdemeanors2 No
In the past ten years, have you or any advisory affiliate:
- B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
- B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No
Has the SEC or CFTC ever:
- C1Found you or an advisory affiliate made a false statement or omission?No
- C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
- C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
- C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No
Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:
- D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
- D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
- D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
- D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No
Has a self-regulatory organization or commodities exchange ever:
- E1Found you or an advisory affiliate made a false statement or omission?No
- E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
- E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
- E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
- FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
- GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No
(1) Court actions
Has a domestic or foreign court:
- H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
- H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
- H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No
(2) Pending civil proceedings
- H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.