ORBIS INVESTMENTS (U.S.), LLC
Firm details
- Headquarters
- PORTLAND, Maine
- CRD number
- 172663
- Registered since
- November 28, 2014
- Website
- www.orbis.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3JENNIFER 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 18JODY OWENS
ConsultantCRD 3104727
YU Chieh Huang
Business AnalystCRD 7804241
Chris Horwood
Investment CounselorCRD 7845032
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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