Orix Advisers, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 307580
- Registered since
- March 5, 2020
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles68.25%
- Other22.21%
- Insurance Companies5.02%
- Corporations / Businesses4.51%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Orix Advisers, LLC is an SEC-registered alternative asset manager and fund sponsor focused on institutional clients. The firm is structured as an LLC and is set up to operate across pooled investment vehicles and mandates for businesses or institutions. Its registration with the SEC dates to 2020. Orix Advisers is organized as a manager of securitized asset vehicles and private equity strategies and also identifies as a multifaceted fund manager; it performs commodity pool operations and/or commodity trading adviser activities (CPO/CTA). Fees are charged as a percentage of assets under management and may include performance-based compensation on applicable products. The firm does not describe itself as an active ESG investor. Industry relationships include roles tied to a broker-dealer, other investment-adviser registrations, and sponsor/GP or managing-member responsibilities for pooled investment vehicles.
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
Asset composition
- Other46%
- Investment Grade Corp Bonds28%
- Non-Investment Grade Corp Bonds24%
- Exchange Traded Equities1%
Owners & executives
2 of 2Dan Ronnen
Chief Compliance OfficerCRD 4970528
Michele Halickman
Chief Compliance OfficerCRD 7223820
Contacts
3 of 3
Joseph Intagliata
Registered RepresentativeCRD 6914241

Jeffrey Abrams
Executive CommitteeCRD 2846985
Haley Barron
Corporate ControllerCRD 8303841
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 280 Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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