ORBIT

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DOVER, Delaware
CRD number
334086
Registered since
February 3, 2025

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • WILLIAM BEAN

    Managing General PartnerCRD 3000970

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth