ORRELL CAPITAL MANAGEMENT

RIASEC RegisteredEst. 1991
Total AUM
$239M
Discretionary
$239M
100% of AUM
Avg account
$119M
Accounts
2
Employees
3
Advisory reps
2

Firm details

Headquarters
LIVERMORE, California
CRD number
112487
Registered since
June 27, 1991
Fee structure
Percentage of AUM
Client types
  • Investment Companies97.55%
  • Pooled Investment Vehicles2.45%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Orrell Capital Management is a privately owned corporate RIA that has been SEC-registered since 1991 and operates as a hedge-fund manager serving institutional clients. The firm charges fees as a percentage of assets under management and focuses on portfolio management across several structures: investment companies, pooled investment vehicles, and portfolios for businesses or other institutions. It is not positioned as a third‑party capital allocator; instead, it appears to manage and sponsor investment vehicles directly. The firm reports serving primarily institutional mandates and is engaged in sponsorship and operating roles (sponsor, general partner, managing member) for pooled vehicles it advises. Orrell Capital Management does not identify as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Steven Orrell

    CRD 8223212

  • GREGORY ORRELL

    PresidentCRD 1190768

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LIVERMORE, CA

ALAMEDA

Location

LIVERMORE, CA

Headquartered in LIVERMORE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
2600 Kitty Hawk Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth