ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 158511
- Registered since
- February 19, 2019
- Website
- www.orbis.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4Melissa McMorrow
Financial AdvisorCRD 7059615
MARTIN HALL
TrusteeCRD 6438078
STEPHEN GAARDER
Registered RepresentativeCRD 6431039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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