Blue Orca, LLC

RIASEC RegisteredEst. 2026
Total AUM
$232M
Discretionary
$232M
100% of AUM
Avg account
$38.7M
Accounts
6
Employees
7
Advisory reps
3

Firm details

Headquarters
Austin, Texas
CRD number
311503
Registered since
September 2, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Blue Orca, LLC is a limited liability company that operates as a hedge fund manager and is SEC-registered as of 2026. The firm serves an institutional client base and functions as a CPO/CTA and sponsor/GP for pooled investment vehicles. Its advisory activity is concentrated on portfolio management for pooled funds rather than on separately managed accounts. Blue Orca charges a combination of a percentage-of-assets management fee and performance-based fees. The firm is not flagged as an active ESG investor and is not set up as a multistate adviser or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Timothy Hamel

    CFO & COOCRD 5764602

Contacts

2 of 2
  • Soren Aandahl

    Managing MemberCRD 6647673

  • Josh Roseman

    DirectorCRD 8296805

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

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
801 Barton Springs Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth