| Name | Title | Ownership | Since |
|---|---|---|---|
| Harry Lynn Striplin Control | Chief Compliance Officer | Under 5% | 2025 |
| Paulson Capital Holding Company, LLC Control | Owner | Over 75% | 2024 |
| Shawn Patrick Willard Control | Manager | Under 5% | 2024 |
Orca Investment Management, LLC reports $183.4 million in regulatory assets under management on its Form ADV.
Orca Investment Management, LLC reports 7 employees.
Orca Investment Management, LLC is based in Lake Oswego, OR and has been SEC-registered since 2007.
Orca Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6 Centerpointe Drive, Suite 300, Lake Oswego, OR 97035 |
| Phone | (503)582-9500 |
| Fax | (503)582-9976 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1511229 |
| Discloses disciplinary history | Yes |
| Discretionary | $175.7M |
| Non-discretionary | $7.7M |
| Total (RAUM) | $183.4M |