AdFi
OA

ORIX Advisers, LLC

SEC Registered

A syndicated loan asset management team

New York, NYhttps://spcm.com212-468-5888
Assets Under Management
$5B–$25B
Employees
328
Office Locations
5 offices
Total Accounts
24

About the firm

Signal Peak Capital Management (SPCM) is a syndicated loan asset management team of ORIX Advisers, LLC. SPCM manages approximately $4.9 billion in AUM primarily in broadly syndicated loans and structured credit investments across multiple CLO structures and separately managed accounts. The team has completed 31 CLO transactions since 2014.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled VehiclesPension/Profit Sharing

Areas of expertise

Syndicated LoansCLOStructured CreditSeparately Managed AccountsCredit AnalysisCapital PreservationLeveraged CreditPrivate Credit

Services

SPCM manages broadly syndicated loans and structured credit investments across multiple CLO structures and separately managed accounts, utilizing rigorous fundamental credit analysis, capital structure and relative value modeling, and a multi-faceted investment surveillance process.

Private funds / alternatives
Private Equity

Who they serve

Client segmentClientsAssets managed
Pension/Profit Sharing Plans16$5.8B

Leadership

Llc Oam Holdings
MAJORITY SHAREHOLDER
Llc Ocu Global Asset Management
SOLE OWNER
Llc Ocu Opco Holdings
SOLE OWNER
Llc Orix Capital Markets
SOLE OWNER
Orix Corporation Usa
SOLE OWNER
Orix Corporation
SOLE OWNER
Charles Francis Gilroy
CHIEF OPERATING OFFICER
Yue Zhu
CHIEF FINANCIAL OFFICER
Michele Elissa Halickman
CHIEF COMPLIANCE OFFICER
Gilbert Van Hassel
EXECUTIVE CHAIRMAN
Jeffrey Brian Abrams
HEAD OF PRIVATE CREDIT AND REAL ESTATE

Office locations

5 offices in 4 states
NY
New YorkHQ
TX
Dallas
CA
San Francisco
WA
Bellevue
London

Regulatory & compliance

CRD number
#307580
SEC Number
801-118177
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of April 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ORIX Advisers, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched