What Orion Capital Partners does

Orion Capital Partners Pty Ltd is a privately-held boutique financial services organisation headquartered at Level 21, 68 Pitt Street, Sydney, Australia, operating under Australian Financial Services Licence #345908. Founded in 2009 and employing 1-10 staff, the firm operates as a multi-family office platform serving sophisticated investors, family offices, and their financial advisors on a wholesale-only basis under Australian Corporations Act sections 761G/761GA. Its service portfolio comprises three core offerings: a Private Family Office Wealth Advisory Service delivering taxation strategy, cross-border asset acquisition, portfolio risk assessment, and inter-generational wealth transfer support; individually tailored investment products spanning commodities, equities, property, foreign exchange, bonds, credit, and managed investment funds that can be white-labelled or co-branded for advisors; and Corporate Authorised Representative infrastructure (licensing, compliance, documentation, and ongoing monitoring) for financial advisors operating under Orion's licence. The firm is led by founder Sam Novak, who serves as Founding Partner, Head of Corporate Advisory, and AFSL Key Person Responsible Manager.

The firm's technology is built around a Global Multi-Family Office infrastructure that integrates internationally qualified specialists across investment, legal, taxation, accounting, investment banking, and hedge funds. Notable specialised capabilities include Significant Investor Visa (SIV) fund structuring for clients seeking Australian migration pathways, a fully hedged digital asset lending program, structured product development, private equity capital raising, warehouse funding, and securitisation. Orion monetises through fees on bespoke investment products (subscription/recurring), multi-family office advisory services (recurring), and corporate authorised representative professional services fees. The firm is not publicly listed, operates with bespoke quote-based pricing, and discloses no revenue, AUM, or client count. Through affiliate NWA Office Holdings LLC, Orion Capital Partners has extended into US commercial real estate, acquiring a 22-building, 405,000+ square foot office portfolio in Northwest Arkansas for $68 million, financed by Simmons Bank.

Name

Orion Capital Partners

Legal name

Orion Capital Partners Pty Ltd

Website

https://orioncp.com.au

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

1–10 employees

Short description

Orion Capital Partners is a Sydney-based boutique financial services firm operating under AFSL #345908, providing multi-family office wealth advisory, tailored investment products, and corporate authorised representative services to sophisticated investors, family offices, and financial advisors in Australia.

Ownership category

akta.pro rank

Product category

Multi-Family Office Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Miscellaneous Financial Investment Activities (523999)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Investors, Nec (6799)

akta.pro primary industry

Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)

akta.pro secondary industries

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

Keywords

• Multi-family office services
• Wealth advisory services
• Bespoke investment products
• Corporate authorised representative
• Digital asset financing

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Multi-Family Office Services: Providing comprehensive wealth management and investment services to sophisticated investors, family offices, and their advisors through a regulated framework. Revenue is generated through fees for bespoke investment products, advisory services, and asset management.
2. Tailored Investment Products: Fees from structuring and distributing individually tailored investment products across commodities, equities, property, foreign exchange, bonds, credit, and managed investment funds. Products can be white-labelled or co-branded for advisors.
3. Corporate Authorised Representative Services: Licensing, compliance infrastructure, documentation, and ongoing compliance services provided to financial advisors operating as authorized representatives.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Orion Capital Partners is a boutique financial services organisation operating under Australian Financial Services Licence #345908 that delivers a multi-family office platform to sophisticated investors, family offices and their advisors. It provides a Private Family Office Wealth Advisory Service with international specialists covering investment, legal, taxation, accounting, investment banking and hedge funds, alongside individually tailored investment products spanning commodities, equities, property, foreign exchange, bonds, credit and managed investment funds that can be white-labelled or co-branded. It also provides Corporate Authorised Representative infrastructure for financial advisors, digital asset financing with fully hedged lending for digital coin assets, and Significant Investor Visa fund structuring services.

Product overview

Orion Capital Partners is a boutique financial services organization operating under an Australian Financial Services Licence (#345908). It provides a multi-family office platform offering three core services: a Private Family Office Wealth Advisory Service delivering comprehensive wealth management with international specialists covering investment, legal, taxation, and accounting; individually tailored investment products spanning commodities, equities, property, forex, bonds, and credit that can be white-labelled or co-branded; and Corporate Authorised Representative infrastructure for financial advisors. Additional specialized offerings include digital asset financing with hedged lending programs for cryptocurrency and Significant Investor Visa (SIV) fund structuring services.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Family Office Wealth Advisory Service A comprehensive wealth advisory service providing internationally qualified experts, global multi-family office infrastructure, taxation strategy, structuring and integration of worldwide tax management and execution services, cross-border asset acquisition advice, Significant Investor Visa fund structuring, portfolio risk assessment, private equity and IPO access, inter-generational asset transfers and wealth management succession, warehouse funding and securitisation, joint venture property development, financial modelling and investment analysis, and funds management and asset allocation, targeted at ultra-high net worth individuals and family office clientele.
• Tailored Investment Products Customised investment products based on a wide range of assets including commodities, domestic or global equities, property, foreign exchange, bonds, credit, and global or domestic managed investment funds, with configurable investment term, returns, risk characterisation, and frequency of yield to suit an advisor's wholesale investor client requirements. Products can be white-labelled or co-branded subject to agreed criteria.
• Corporate Authorised Representative Services Infrastructure and support services for financial advisors seeking to operate as Authorised Representatives, including licensing, establishment of compliance infrastructure, compliance advice, documentation of Policies, Procedures and Programs, Compliance Committee meetings, and Compliance Health Checks and ongoing monitoring of compliance obligations.
• Digital Asset Financing Financing solutions for digital assets including a fully hedged lending program for digital coin assets, provided to sophisticated investor clients as part of Orion's wealth management offerings.
• Significant Investor Visa (SIV) Fund Structuring Specialised fund structuring and asset allocation advisory services for clients seeking to comply with the Australian Significant Investor Visa program, delivered alongside Orion's broader wealth advisory offering.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• LGT Group: Global private banking and multi-family office group owned by the Liechtenstein princely family. Comparable multi-family office service offering, bespoke investment product development, and UHNW focus, though at much greater scale.
• Stonehage Fleming: International multi-family office serving UHNW families with wealth structuring, investment advisory, and intergenerational planning. Directly comparable service breadth (tax, structuring, cross-border wealth), though with global scale.
• Rothschild & Co Wealth & Asset Management: Global wealth manager and investment advisor serving HNW/UHNW families with bespoke investment, advisory, and cross-border structuring. Comparable in MFO-style bespoke service, though at significantly greater scale and geographic breadth.

Direct peers

• Crestone Wealth Management: Australian boutique wealth manager focused on UHNW clients with bespoke investment solutions. Highly comparable boutique positioning, Australian HNW target, and tailored product offerings.
• Shadforth Financial Group: Australian wealth advisory firm providing financial advice, portfolio management, and tailored investment solutions. Comparable in target market (Australian HNW/sophisticated investors) and AFSL-regulated delivery.
• Escala Partners: Australian multi-family office and wealth advisory firm serving UHNW clients with bespoke investment solutions. Highly comparable to Orion's multi-family office model, Australian regulatory framework, and bespoke product focus.
• Morgans Financial: Australian full-service wealth management, advice, and corporate finance firm. Comparable in Australian HNW/SMSF advisory, equity capital markets access, and AFSL-regulated product distribution to wholesale clients.

Emerging players

• Netwealth: Australian wealth management platform serving advisors and their HNW clients with wrap/platform infrastructure and managed accounts. Comparable Australian HNW distribution, though operating a tech-led platform model rather than bespoke MFO.
• HUB24: Australian investment and superannuation platform for financial advisers and their clients. Comparable in serving Australian wholesale/HNW segments via adviser distribution, though it is a tech infrastructure provider rather than an MFO.

Others

• LGT Capital Partners: Alternative investment manager affiliated with LGT Group, offering private markets, hedge fund, and structured product solutions to institutional and family office investors. Comparable in providing alternative/private market access to family office capital pools.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/orion-capital-partners-pl

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Orion Capital Partners