ORBIT
Firm details
- Headquarters
- DOVER, Delaware
- CRD number
- 334086
- Registered since
- February 3, 2025
Firm profile
FINTRXOverview
Orbit is a limited liability company that operates primarily as a sponsor and general partner for pooled investment vehicles. Its regulatory filing shows SEC registration in 2025 and an individual owner structure. The firm is classified as unclassified for advisory activity and does not report active ESG investing or multi-state advisory operations. Rather than operating as a traditional retail-facing adviser, Orbit’s business activity centers on structuring and managing private investment vehicles. The firm’s filing explicitly lists sponsor, general partner and managing member roles for pooled funds, which signals a focus on fund formation and manager-level responsibilities instead of running discretionary advisory programs for external retail clients. Capital allocator status is listed as No, and the firm does not identify itself as a pension consultant or a related adviser.
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
Contacts
1 of 1WILLIAM BEAN
Managing General PartnerCRD 3000970
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DOVER, DE
KENT
Location
DOVER, DE
Headquartered in DOVER, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- South
- County
- KENT
- Address
- 1111B S Governors Ave
- Time zone
- ET (UTC-5)
- Office locations
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