ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.

RIASEC RegisteredEst. 2019
Total AUM
$405M
Discretionary
$405M
100% of AUM
Avg account
$405M
Accounts
1
Employees
18
Advisory reps
4

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
158511
Registered since
February 19, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Orbis Investment Management (U.S), L.P. operates as a hedge fund manager organized as a limited partnership and registered with the SEC in 2019. The firm focuses on portfolio management for pooled investment vehicles and serves an institutional client base. Its commercial setup includes standard hedge-fund economics — a percentage-of-AUM management fee plus performance-based fees — and it does not identify as an active ESG investor. The firm’s business activities and affiliations show it acts beyond pure asset management: it is involved as a sponsor/GP or managing member of pooled vehicles and maintains relationships with broker-dealers, other investment advisers, CPO/CTAs and insurance company channels. That structure suggests the firm designs and runs pooled vehicles for institutional allocators and may provide operational wrappers or feeder structures for those vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Melissa McMorrow

    Financial AdvisorCRD 7059615

  • MARTIN HALL

    TrusteeCRD 6438078

  • STEPHEN GAARDER

    Registered RepresentativeCRD 6431039

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 Letterman Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth