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ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377 · SEC 801-68050
6 CENTERPOINTE DRIVE, SUITE 300, LAKE OSWEGO, OR, 97035, United States
Phone
(503)582-9500
Fax
(503)582-9976
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$211.7M
Discretionary AUM
$202.5M
Team
7 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees; NEGOTIABLE PROJECT RELATED FEES
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 321 | $119.2M |
| High net worth individuals | 38 | $86.3M |
| Charitable organizations | 5 | $6.0M |
States served
AZ, CA, CO, ID, KY, NY, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD