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Orser Capital Management LLC

● SEC registered since 2014CRD 144847SEC# 801-80081Southlake, TX
Export (members)
Reg. AUM
$288.5M
Employees
2
Accounts
333
Location
Southlake, TX

Orser Capital Management LLC assets under management

Orser Capital Management LLC is a registered investment adviser overseen by the SEC based in Southlake, TX. The firm has been registered since 2014. It reports $288.5 million in regulatory assets under management and employs 2 people.

Orser Capital Management LLC owners & executives

2 reported
NameTitleOwnershipSince
James Bryce Orser ControlManaging Member50-75%2013
Orser Kathleen Elizabeth ControlManaging Member, Chief Compliance Officer50-75%2007

Frequently asked questions

How much does Orser Capital Management LLC manage?

Orser Capital Management LLC reports $288.5 million in regulatory assets under management on its Form ADV.

How many employees does Orser Capital Management LLC have?

Orser Capital Management LLC reports 2 employees.

Where is Orser Capital Management LLC located?

Orser Capital Management LLC is based in Southlake, TX and has been SEC-registered since 2014.

Does Orser Capital Management LLC disclose fund performance?

Orser Capital Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address566 North Kimball Avenue, Suite 100, Southlake, TX 76092
Phone817- 697-2385
Fax817-628-1672
Office hoursHours By Appointment
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$288.5M
Non-discretionary$0
Total (RAUM)$288.5M