ORBIS INVESTMENTS (U.S.), LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
21
Avg account
$0

Firm details

Headquarters
PORTLAND, Maine
CRD number
172663
Registered since
November 28, 2014

Firm profile

FINTRX

Overview

Orbis Investments (U.S), LLC is organized as a limited liability company and is registered with the SEC as an investment adviser since 2014. FINTRX classifies the firm as unclassified and lists ownership as a combination of a domestic entity and individual owners. The profile indicates the firm is not acting as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or a related adviser. The FINTRX entry for Orbis Investments (U.S), LLC contains sparse disclosures about business activities and investment approach. Key fields such as fee structure, client segments, and advisory activities are not populated in the record, so there is limited public detail on how the firm positions its services or the strategies it pursues.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • JENNIFER BRUNNER

    Managing Director, Chief Compliance OfficerCRD 1137783

  • Kelly Whetstone

    Chief Compliance Officer and Associate General CounselCRD 5380134

  • Susan La Fond

    Managing Director, Chief Compliance OfficerCRD 4512785

Contacts

3 of 18
  • JODY OWENS

    ConsultantCRD 3104727

  • YU Chieh Huang

    Business AnalystCRD 7804241

  • Chris Horwood

    Investment CounselorCRD 7845032

Unlock 15 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PORTLAND, ME

CUMBERLAND

Location

PORTLAND, ME

Headquartered in PORTLAND, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
CUMBERLAND
Address
190 Middle St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth