Surlamer Investments

Surlamer Investments does not publicly name any principals, investment committee members, or portfolio managers on its website. The firm's About page describes a general commitment to providing capital and marketing resources to entrepreneurs, but no individual decision-makers are disclosed. This opacity is notable for an entity managing multiple active investment vehicles.

Orbitron is a long-short equity fund that uses quantitative filters and bottom-up fundamental analysis to select up to 40 positions, with significant use of options for income generation and risk hedging (per Surlamer.com, portfolio page). MAGI invests in non-domestic thematic positions through direct equity and derivatives, combining fundamental bottoms-up research with quantitative model-based research for asset selection and risk management (per Surlamer.com, portfolio page). Together they add a systematic public-markets layer to Surlamer's otherwise private-company and real-estate focus.

Surlamer's website emphasizes direct private company investments and direct real estate acquisition, with no mention of third-party fund commitments or LP positions in venture capital or private equity funds. The firm's two equity vehicles, Orbitron and MAGI, are internally managed strategies. No external fund-of-funds activity is indicated.

A portion of Surlamer's investment proceeds is distributed to The Massiah Foundation, according to the firm's homepage and About page OG descriptions ("A portion of our investment proceeds is distributed to philanthropy for public benefit"). The Foundation then directs those funds into education (UC Irvine, Portland State University, over 300 scholarships), healthcare, and arts and culture preservation. The two entities share a Newport Beach location and integrated capital flow, with Surlamer serving as the investment engine.

Surlamer does not explicitly tag its private investments by stage (seed, venture, growth, buyout). The firm's language — "provide local, passionate entrepreneurs with capital and marketing resources to turn innovative ideas into thriving businesses" — suggests early-stage, operationally supportive positions. The portfolio page references long-term holds without specifying check sizes or ownership stakes.

Surlamer's website does not publish a negative screen or exclusion list. The firm's three stated focus areas — technology (medical, wearable, environmental), finance (wealth managers and family offices), and consumer products (fashion, snacks, designer marijuana accessories) — leave large segments of the market unaddressed, but without an explicit avoidance statement those gaps may reflect opportunity set rather than policy.

Surlamer does not describe any co-investment program, club-deal participation, or syndication practices on its public website. The firm's descriptions of its private investments and real estate activity frame all capital as internally sourced and discretely deployed, with no mention of co-investors or external general partners participating alongside Surlamer in transactions.