Orca Capital Investments
Every asset class. One harbor.
Funds, ETFs, stocks, real estate, crypto ETFs, lending and borrowing — managed by one boutique team that knows your whole picture.
$4.6B
Assets under management
12,400+
Investors served
7
Asset classes
2009
Founded
Who we are
A boutique firm with an institutional toolkit.
Orca Capital was built on a simple idea: investors shouldn't need five firms to manage one financial life. Our team of portfolio managers, credit underwriters and researchers brings public markets, real assets and private credit together in one disciplined process.
Meet the firmWhat we offer
Seven ways to grow, earn and borrow.
Funds
An interval fund blending macro, credit and equity strategies.
Learn moreETFs
Low-cost, rules-based ETF baskets rebalanced for you.
Learn moreStocks
High-conviction stock portfolios built by our research desk.
Learn moreREITs
Income from logistics, residential and healthcare property.
Learn moreCrypto ETFs
Regulated exposure to Bitcoin and Ether through spot ETFs.
Learn moreLending
Earn fixed income by funding short-term, asset-backed loans.
Learn moreBorrowing
Borrow against your portfolio or property at competitive rates.
Learn moreNeed financing?
Try the loan calculatorPortfolio
Model strategies for every goal.
Low risk
Conservative
4–5%
Target annual return (sample)
Moderate risk
Balanced
6–7%
Target annual return (sample)
High risk
Growth
8–10%
Target annual return (sample)
Moderate risk
Income
6–8% yield
Target annual return (sample)
1. Tell us your goals
Create an investor profile in minutes — individual, joint, entity or IRA.
2. Get a unified plan
We match you to a mix across public markets, real estate and private credit.
3. Invest with oversight
One dashboard, one team, with risk monitoring and quarterly reviews.
Investors say
Having my REITs, credit notes and ETFs in one place finally gave me a clear picture.
The bridge loan closed in a week, and their team explained every term.
A boutique feel with the reporting quality of a big institution.
Insights
All insights →Funds
Why interval funds belong in a modern portfolio
Interval funds offer access to less liquid strategies with built-in quarterly liquidity.
Oct 12, 2026
Lending
Private credit outlook for 2027
Yields remain attractive as banks pull back from bridge lending.
Sep 28, 2026
Crypto
Crypto ETFs explained, without the jargon
How spot Bitcoin and Ether ETFs work, and how much to own.
Sep 3, 2026
Bring your whole portfolio home.
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