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 identified in the data as a domestic entity with an individual owner. The dataset classifies the firm as unclassified and provides only limited self-reported attributes rather than a detailed description of business lines or client segments. The firm reports that it is not a capital allocator, does not position itself as an active ESG investor, and does not identify as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. No information about specific advisory activities, fee schedules, or client types was provided.
Assets & Accounts
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
2 of 2
Jennifer Brunner
Managing Director, Chief Compliance OfficerCRD 1137783

Susan La Fond
Managing Director, Chief Compliance OfficerCRD 4512785
Contacts
3 of 21
Tariq Akbar
ConsultantCRD 5245852

Steven Swierczewski
Senior Client ManagerCRD 3089595

Mildred Dorta
Registered RepresentativeCRD 1725723
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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