Orbis Investments (U.S), LLC

Broker-DealerFINRA MemberEst. 2014

Total AUM

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Advisory reps

Avg account

Firm details

Headquarters: Portland, Maine
CRD number: 172663
Registered since: November 28, 2014
Website: www.orbis.com

Firm profile

FINTRX

Overview

Orbis Investments (U.S), LLC is a U.S.-organized limited liability company that registered with the SEC in 2014. FINTRX characterizes the firm as "Unclassified" and lists its owner type as a combination of domestic entity and individual ownership. The snapshot indicates the firm does not act as a capital allocator, is not identified as an active ESG investor, and is not marked as a pension consultant or related adviser. Several standard fields in the profile—client base, fee structure, business activities and advisory activities—were not provided in the source data, so service and product details are not available in this record.

Assets & Accounts

Location & Offices

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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