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Orange County Asset Management
ORANGE COUNTY ASSET MANAGEMENT is a state-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 1 employee...
Overview
ORANGE COUNTY ASSET MANAGEMENT is a state-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
1995
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Newport Beach, CA, United States
Principals
John A. Nicolai
CEO & Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Orange County Asset Management?
John A. Nicolai serves as CEO and Chief Investment Officer, making him the primary decision-maker for the firm's investment strategies.
What investment approach does Orange County Asset Management use?
The firm runs a multi-asset strategy combining core fixed-income and equity portfolios with opportunistic allocations in private credit and real estate. It operates as a registered investment advisor, offering both separate accounts and commingled vehicles.
Does Orange County Asset Management make direct investments?
Yes, the firm makes direct investments in private credit and real estate, supplementing its public-market holdings. These direct allocations are sourced through institutional relationships.
What sectors does Orange County Asset Management focus on?
The firm focuses on fixed income, equities, private credit, and real estate. It does not publicly exclude any sectors but has not disclosed venture or technology allocations.
How does Orange County Asset Management source deals?
Deal sourcing is relationship-driven, leveraging networks built over three decades in institutional asset management. The firm does not maintain a publicly visible deal-sourcing platform.
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