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 registered with the SEC in 2014. The firm’s public filing classifies it as "Unclassified" and indicates ownership that involves both a domestic corporate entity and an individual. Filings mark the adviser as not acting as a capital allocator, not focused on ESG investing, and not serving as a pension consultant or related adviser. It is also not identified as a multi-state or newly formed adviser. The available records supply only a narrow set of registry attributes; the firm has not disclosed details around its client segments, fee schedules, or the core advisory activities in the source material.

Assets & Accounts

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

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Jennifer Brunner

    Jennifer Brunner

    Managing Director, Chief Compliance OfficerCRD 1137783

  • Kelly Whetstone

    Kelly Whetstone

    Chief Compliance Officer and Associate General CounselCRD 5380134

  • Susan La Fond

    Susan La Fond

    Managing Director, Chief Compliance OfficerCRD 4512785

Contacts

3 of 18
  • Jody Owens

    Jody Owens

    Registered RepresentativeCRD 3104727

  • Yu Chieh Huang

    Yu Chieh Huang

    Business AnalystCRD 7804241

  • Chris Horwood

    Chris Horwood

    Investment CounselorCRD 7845032

Unlock 15 more contacts

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

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