# Orange County Asset Management

Orange County Asset Management is a RIA based in Newport Beach, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Newport Beach, CA, United States
- **Founded:** 1995
- **Assets under management:** $1B – $5B (Altss estimate)
- **Website:** ocam.com

## Regulatory record

- **CRD number:** 170863
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170863

## About

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.

## Sectors

- Fixed Income
- Equities
- Real Estate
- Private Credit

## People

- John A. Nicolai — CEO & Chief Investment Officer

## 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.

## Related profiles

- [M&M Wealth Management, LLC](https://altss.com/profile/mandm-wealth-management-llc)
- [Cornerstone Trust Management Services](https://altss.com/profile/cornerstone-trust-management-services-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/orange-county-asset-management

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