Orchid Advisory
Multi family office in Dallas, United States, founded 2023; estimated AUM $296M; focus on fintech, industrial and education.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Dallas, United States
- FOUNDED
- 2023
- AUM
- ~$296M (2026, press estimate)
Investment approach
- ROUTES
- Companies (own capital)
Overview
This multi family office is based in Dallas, United States; it was founded in 2023. Its assets under management are estimated at $296M (2026); listed sector interests include fintech, industrial, education and software. It invests directly in companies; 2 people are named on its team.
People
- Sarah KeltonAssociate and Portfolio Manager · source
- Cathleen CrewsCEO and Founder · source
Frequently asked questions
Orchid Advisory is a multi family office based in Dallas, the United States, founded in 2023.
Orchid Advisory invests its own capital into companies.
Orchid Advisory invests in Fintech, Industrial & Manufacturing, Education and Software & SaaS.
Key people at Orchid Advisory include Cathleen Crews (CEO and Founder) and Sarah Kelton (Associate and Portfolio Manager).