Jerald Paul Menozzi

Employer firm

Orange Investment Advisors, LLC CRD 289406

$765M regulatory AUM

Reported services (Item 5G)

• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 01/2017
  Semper Capital Management, L.P.
  New York, NY
• 04/2017 → Present
  Orange Investment Advisors, Llc
  Winter Park, FL

Previous Registrations

• 2019-08-26 → 2025-12-31
  Orange Investment Advisors, Llc
  Winter Park, FL
• 2019-08-26 → 2023-12-31
  Orange Investment Advisors, Llc
  Winter Park, FL
• 2010-11-09 → 2017-01-03
  Semper Capital Management, L.P.
  New York, NY
  Orlando, FL

Designations

• Chartered Financial Analyst

Other Names

• Jay Menozzi
• Jerald P. Menozzi
• Jerald P. Menozzi