Peter Raymond Fogarty

Employer firm

Orca Investment Management, LLC CRD 144377

$212M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Paulson Investment Company
  Portland, OR
• 02/2020 → 12/2024
  Paulson Investment Advisors Llc
  Portland, OR
• 02/2026 → Present
  Orca Investment Management, Llc
  Walnut Creek, CA

Previous Registrations

• 2020-02-20 → 2024-12-31
  Paulson Investment Advisors, Llc
  Portland, OR
• 2013-01-17 → 2015-01-30
  Roth Capital Partners, Llc
  Newport Beach, CA
  San Francisco, CA
• 2009-01-07 → 2012-11-19
  Advanced Equities, Inc.
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-12
• S63 Uniform Securities Agent State Law Examination
  1988-12-16

Other Names

• Peter Raymond Fogarty