Investment Management Company in Orange, North Carolina

6 found · ← All categories in Orange

Updated October 31, 2026

Integrity Wealth Advantage

Investment Management Company

Chapel Hill, NC

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Sjbenen Advisory, Llc

Investment Management Company

Chapel Hill, NC

SJBenen Advisory, LLC is a Registered Investment Adviser that states it acts as a fiduciary for clients.

  • Investment advisory clients seeking a stated fiduciary relationship
  • Active-duty personnel seeking financial education

Truebridge Capital Partners

Investment Management Company

Chapel Hill, NC

TrueBridge Capital Partners focuses on venture capital and reports $15.0B+ in assets under management and 100+ years of collective experience.

  • limited partners seeking venture capital investment opportunities
  • general partners seeking venture ecosystem access and relationships
  • founders building technologies intended to shape future markets

Union Grove Venture Partners

Investment Management Company

Chapel Hill, NC

Union Grove Venture Partners manages U.S.-focused venture capital fund-of-funds investments and direct co-investments.

  • Limited partners seeking access to established and emerging U.S. venture capital funds
  • Investors seeking diversified venture capital fund-of-funds exposure
  • Investors seeking direct co-investments alongside underlying venture fund managers

Other categories in Orange

Investment Management Company in nearby counties

FAQ

How much does investment management cost in Orange County, NC?

Fees vary by adviser and account size; the listings do not provide pricing. Ask whether you will pay an assets-under-management fee, hourly fee, flat fee, fund expenses, or a combination.

What should I check before hiring an investment adviser?

Check whether the firm is registered, review its Form ADV and disciplinary history, and ask about fiduciary status, conflicts of interest, account minimums, and how investments are selected.

How long does it take to set up an investment management account?

There is no standard turnaround stated for these firms. Opening an account generally requires an intake meeting, identity verification, risk and financial information, and custodian paperwork, so ask for the firm's current timeline.

How can I verify an investment adviser in North Carolina?

Use the SEC's Investment Adviser Public Disclosure database for SEC-registered firms and the North Carolina Secretary of State Securities Division for state registration information. Confirm that the firm's registration and disclosures match the services it offers.