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 structured as a limited liability company and has been SEC-registered since 2014. The firm is owned by a domestic entity and an individual. Publicly reported classifications are sparse: it is listed as "unclassified" and does not identify itself as a capital allocator, a multi-state adviser, a pension consultant, or a related adviser. The firm also does not report being an active ESG investor. No details on its advisory services, fee schedules, client segments, or core business activities were provided in the source data.
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
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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