ORRELL CAPITAL MANAGEMENT
Firm details
- Headquarters
- LIVERMORE, California
- CRD number
- 112487
- Registered since
- June 27, 1991
- Website
- ocmgoldfund.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Steven Orrell
CRD 8223212
GREGORY ORRELL
PresidentCRD 1190768
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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