Orrell Capital Managment, Inc.
● SEC registered since 1991CRD 112487SEC# 801-38997Livermore, CA
Ranks #4,895 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$238.9M
Fund GAV
$4.5M
Private funds
1
Employees
3
Accounts
2
Location
Livermore, CA
Orrell Capital Managment, Inc. assets under management
Orrell Capital Managment, Inc. is a registered investment adviser overseen by the SEC based in Livermore, CA. The firm has been registered since 1991. It reports $238.9 million in regulatory assets under management and employs 3 people. Orrell Capital Managment, Inc. manages 1 private fund with combined gross assets of $4.5 million, including Berkano Investment Partners, LP. By regulatory assets, it ranks 4,895 of 6,004 private fund managers.
Orrell Capital Managment, Inc. private funds
1 funds · $4.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Berkano Investment Partners, LP | Hedge | $4.5M | $200K |
Orrell Capital Managment, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Michael Orrell Control | President/Chief Compliance Officer | Over 75% | 1998 |
| Steven Michael Orrell | Executive Vice President | Under 5% | 2025 |
Frequently asked questions
How much does Orrell Capital Managment, Inc. manage?
Orrell Capital Managment, Inc. reports $238.9 million in regulatory assets under management on its Form ADV.
How many private funds does Orrell Capital Managment, Inc. manage?
Orrell Capital Managment, Inc. manages 1 private funds with combined gross assets of $4.5 million.
How many employees does Orrell Capital Managment, Inc. have?
Orrell Capital Managment, Inc. reports 3 employees.
Where is Orrell Capital Managment, Inc. located?
Orrell Capital Managment, Inc. is based in Livermore, CA and has been SEC-registered since 1991.
Does Orrell Capital Managment, Inc. disclose fund performance?
Orrell Capital Managment, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2600 Kitty Hawk Road, Suite 119, Livermore, CA 94551 |
| Phone | 925-455-0802 |
| Office hours | 7:00 a.m. To 3:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1227068 |
| Discloses disciplinary history | No |
Regulatory AUM
$238.9M▲ 163%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
AUM vs fund managersTop 82%
Larger than 18% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$238.9Mregulatory AUM
Discretionary $238.9M
Service providers
Auditor
Prime broker
Custodian
Administrator