$18.2M Total AUM
$18.2M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Etrade · Fidelity/NFS
- Clients
- Retail
- Platforms
- North
- Established Date
- 04-29-2005
- Office Locations
- 1
Office Locations
-- Austin TX
About ORF Capital Management
Oaktree is an alternative investment manager offering credit, equity, and real estate strategies across the capital structure, spanning liquid and illiquid opportunities sourced directly from borrowers and public markets. For distribution teams, a differentiator is its consistent thought leadership via Howard Marks memos, podcasts, and quarterly letter takeaways.
Team overview
-- AVG AGE
$18.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
13.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Accredited Investors
Alpha insight
Asset Classes
Unison Delta quantum Element Wave glacier Glacier Meridian eagle Matrix zenith Quantum zenith
Custodian
Ridge North Quantum foundation Quantum fusion Harbor Horizon Radial Matrix atlas Timber horizon
Investment Themes
Fusion focus Glacier alpha Signal Radial summit Fusion pathway
Investment Vehicles
Insight
Platform
Value
Services
Catalyst summit Signal Unison Zenith Element
Technology
Glacier
Owner & Executives
MICHAEL GROVER ORF
Owner
- CRD
- #4918614
- Ownership
- 75% or more
(981) 380-2938
signal.glacier@radialcapital.com
in linkedin.com/in/atlas-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,207,586 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,207,586 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,207,586
Equity - Exchange:
19.1% Public Funds:
24.8% Cash:
38.3% Equity - OTC:
17.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,413,855,532 | 19.1% |
| Public Funds | $1,835,791,476 | 24.8% |
| Cash | $2,835,113,448 | 38.3% |
| Equity - OTC | $1,317,624,527 | 17.8% |
| Total | $7,402,384,983 | 100.0% |