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Orrell Capital Managment, Inc.

● SEC registered since 1991CRD 112487SEC# 801-38997Livermore, CA
Export (members)
Ranks #5,518 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$90.9M
Fund GAV
$4.5M
Private funds
1
Employees
3
Accounts
2
Location
Livermore, CA

Orrell Capital Managment, Inc. assets under management

Orrell Capital Managment, Inc. is a registered investment adviser overseen by the SEC based in Livermore, CA. The firm has been registered since 1991. It reports $90.9 million in regulatory assets under management and employs 3 people. Orrell Capital Managment, Inc. manages 1 private fund with combined gross assets of $4.5 million, including Berkano Investment Partners, LP. By regulatory assets, it ranks 5,518 of 5,911 private fund managers.

Orrell Capital Managment, Inc. private funds

1 funds · $4.5M GAV
FundTypeGross assetsMin.
Berkano Investment Partners, LPHedge$4.5M$200K

Orrell Capital Managment, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Gregory Michael Orrell ControlPresident/Chief Compliance OfficerOver 75%1998

Frequently asked questions

How much does Orrell Capital Managment, Inc. manage?

Orrell Capital Managment, Inc. reports $90.9 million in regulatory assets under management on its Form ADV.

How many private funds does Orrell Capital Managment, Inc. manage?

Orrell Capital Managment, Inc. manages 1 private funds with combined gross assets of $4.5 million.

How many employees does Orrell Capital Managment, Inc. have?

Orrell Capital Managment, Inc. reports 3 employees.

Where is Orrell Capital Managment, Inc. located?

Orrell Capital Managment, Inc. is based in Livermore, CA and has been SEC-registered since 1991.

Does Orrell Capital Managment, Inc. disclose fund performance?

Orrell Capital Managment, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2600 Kitty Hawk Road, Suite 119, Livermore, CA 94551
Phone925-455-0802
Office hours7:00 a.m. To 3:30p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1227068
Discloses disciplinary historyNo

Assets under management

Discretionary$90.9M
Non-discretionary$0
Total (RAUM)$90.9M

Service providers