Bank / Wealth / TrustRIA · CRD 119428SEC-Registered

Updated:

Orion Capital Management

Orion Capital Management is an SEC-registered investment adviser in Coronado, CA, registered since 2020. The firm manages $371 million in assets on a...

Orion Capital Management logo

Orion Capital Management

Orion Capital Management is an SEC-registered investment adviser in Coronado, CA, registered since 2020. The firm manages $371 million in assets on a discretionary basis. It has 4 employees and 4 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2020

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Coronado

Corporate office

Coronado, CA, United States

Frequently asked questions

What is Orion Capital Management's investment strategy?

The firm states it pursues buyout, growth, restructuring, spin-off, and pre-IPO transactions. This multi-strategy approach allows it to deploy capital across the corporate lifecycle, but no specific sector or geographic concentrations are publicly disclosed.

Where is Orion Capital Management based?

The firm maintains its headquarters in Coronado, California, according to Altss research. Its website uses a .co.kr domain and Korean-language content, indicating a significant operational or client-service presence tied to South Korea.

Who runs investment decisions at Orion Capital Management?

The firm has not publicly disclosed its investment committee or named any investment professionals. Its website includes a section for key personnel, but the details were not accessible at the time of review.

How large is Orion Capital Management by assets under management?

The firm does not publicly report its assets under management. No third-party publication has attributed a specific AUM figure to Orion Capital Management, and the amount remains undisclosed.

Does Orion Capital Management participate in fund commitments or only direct deals?

Available information does not clarify whether the firm operates through direct investments, fund commitments, or a blend of both. Its stated strategy of buyouts, growth, and special situations can be executed through either structure, but no specific vehicle is described.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Coronado Bank / Wealth / Trust profiles