Orion Partners, LLC

Overview

Orion Partners, LLC is organized as a limited liability company and is registered with the SEC (registration year shown as 2026). The firm serves institutional clients and positions itself as a portfolio manager for investment companies rather than as a direct capital allocator. Its primary billing method is a fee charged as a percentage of assets under management. Ownership is indicated as a mix of a domestic entity and an individual. Public-facing characteristics in the available record classify the adviser as unclassified and note that it does not operate as an active ESG investor, is not a pension consultant, and is not listed as a related adviser to another firm. The adviser is not identified as a multi-state manager and is not flagged as newly formed in the source data. The combination of an institutional client base, a mandate to manage investment-company portfolios, and a percentage-of-AUM fee model suggests the firm focuses on professional investment management for pooled vehicles rather than on bespoke family-office services or capital-sourcing activities.