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 an SEC-registered limited liability company that operates primarily as a commodity pool operator (CPO) or commodity trading adviser (CTA) and as sponsor/GP/manager of pooled investment vehicles. Registered in 2021 and owned by an individual, the firm is classified as unclassified and is not positioned as a capital allocator. Its public filings show activity concentrated in private pooled vehicles rather than registered retail advisory relationships, indicating a boutique manager that creates and runs private funds and commodity/derivatives-focused strategies. The firm is not identified as an active ESG investor, is not a multistate adviser, and does not list traditional advisory fee structures or a retail client base in its disclosures.

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

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

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth