# Orion

Orion is an Asset Manager based in Omaha, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Omaha, United States
- **Region:** North America
- **Address:** San Juan, Puerto Rico, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** orionsa.com
- **LinkedIn:** https://www.linkedin.com/company/orion.com.gr

## About

Orion S.A. is an SEC-registered investment adviser in OMAHA, NE, registered since 2000. The firm manages $64.8 billion in assets, with $53.4 billion on a discretionary basis. It has 305 employees and 47 investment advisers.

## Sectors

- Real Estate
- Private Credit
- Infrastructure
- Energy Transition & Renewables
- Industrials

## Offices

- New York, NY, United States

## People

- Nazeeh K. Basha — Chief Executive Officer
- Mustafa K. Basha — Chief Investment Officer

## Questions

### Who runs investment decisions at Orion S.A.?

Investment decisions are made by Mustafa K. Basha as Chief Investment Officer, alongside Nazeeh K. Basha as Chief Executive Officer. The firm operates with a lean team and no external investment committee, which keeps decision-making concentrated within the founding family. Day-to-day execution is supported by a small cadre of sector specialists based in San Juan and New York.

### Does Orion S.A. manage outside capital?

No. Orion has never accepted discretionary third-party capital and does not market to external limited partners. The firm is capitalized entirely by the Basha family and related entities, which allows it to operate a permanent-capital structure free of redemption pressures or fund-life constraints.

### How does Orion source its deals?

Orion relies on direct origination through long-standing relationships with sector-specialist intermediaries, industry executives, and financing partners. The firm rarely participates in broad auction processes. Its ability to move quickly, close with certainty, and provide bespoke capital structures — often outside standard private-credit underwriting boxes — attracts off-market and special-situation opportunities.

### What does Orion typically invest in?

Orion concentrates on commercial real estate, private credit, infrastructure, and select industrial operating businesses. Within private credit, the firm favors asset-backed and structured opportunities in energy and industrials. Its real estate portfolio includes logistics and hospitality assets, primarily in the Southeastern United States and Puerto Rico.

### Where is Orion S.A. located?

Orion is headquartered in San Juan, Puerto Rico, and maintains a satellite office in New York. The Puerto Rico base provides operational and tax advantages for a family-run platform with both North American and Middle Eastern investment activity, while the New York office supports deal execution and banking relationships.

### Does Orion invest in venture capital or growth equity?

No. Orion's strategy has consistently avoided venture capital and growth-equity exposure. The firm targets cash-flowing, asset-intensive businesses and real assets — sectors where intrinsic value is anchored to replacement cost or contracted cash flows rather than to revenue multiples or exit assumptions.

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

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