# Blue Orca, LLC

> Blue Orca, LLC is an SEC-registered investment advisory firm in Austin, TX, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 27, 2026.

- CRD: 311503
- Filed as: BLUE ORCA, LLC
- Also doing business as: BLUE ORCA CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: June 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311503
- AdvisorCensus page: https://advisorcensus.com/firm/blue-orca-llc-austin-tx-311503

## Quick answers

**How is Blue Orca, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Orca, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Blue Orca, LLC located?**
Blue Orca, LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Blue Orca, LLC registered with the SEC or a state?**
Blue Orca, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 311503.

**How much does Blue Orca, LLC manage?**
Blue Orca, LLC reports $232,192,784 in regulatory assets under management in its Form ADV filing dated June 27, 2026 (100% discretionary).

**What types of clients does Blue Orca, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Blue Orca, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311503

**What changed in Blue Orca, LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $232,192,784
- Discretionary: $232,192,784
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $232,192,784 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blueorcacapital.com
- X @blueorcainvest
- YouTube @UCuQJVjKU21QttI3TuwM4oFg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | July 19, 2021 |
| October 2022 | Not reported | Not reported | March 18, 2022 |
| October 2023 | Not reported | Not reported | March 13, 2023 |
| October 2024 | Not reported | Not reported | January 24, 2024 |
| October 2025 | Not reported | Not reported | March 6, 2025 |
| October 2026 | $232,192,784 | 7 | June 27, 2026 |


## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Orca, LLC (CRD 311503): Form ADV filing data as of October 2026.