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Paulson Capital Holding Company, LLC, Acquires Orca Investment Management

Paulson Capital Holding Company, LLC, Acquires Orca Investment Management

02/06/24, 1:37 PM
Location
https://purecatamphetamine.github.io/country-flag-icons/3x2/US.svgchicago
https://purecatamphetamine.github.io/country-flag-icons/3x2/US.svgportland
Industry
financial services
venture capital
financial services
Paulson Capital Holding Company, LLC has acquired Orca Investment Management, LLC, in a move to bolster its wealth management capabilities. This acquisition aims to expand Paulson's investment advisory capabilities to its nationwide offices and offers customizable portfolios to meet a wide variety of clients' goals, further enriching clients and partners throughout all lifecycles of their investments.

Company Info

Company
Paulson Capital Holding Company
Location
Chicago, Illinois, United States
Company info
Paulson Capital Holding Company, LLC, is a financial services holding company whose main subsidiaries are Paulson Investment Company, LLC and Big Bear Capital, LLC. Paulson Investment Company, LLC is an boutique investment bank and broker dealer primarily focused on investment banking, securities underwriting, asset management, market making, and fixed income and equities trading. Paulson is based in Chicago and has further offices in New York, San Francisco, Portland, Tampa, Memphis, Fairfax, VA, and Hazlet, NJ. Big Bear Capital, LLC is a investment advisor that will provide advisory services in the investment management space.