ORCA INVESTMENT MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$211,654,859
Discretionary
$202,528,303
Non-discretionary
$9,126,556
Firm details
- CRD number
- 144377
- SEC file number
- 801-68050
- Main office
- LAKE OSWEGO, OR, United States
- Employees
- 7
- SEC status
- Approved
- Website
- HTTPS://ORCAIM.COM
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.