Orbis Investments (U.S), LLC
Firm details
- Headquarters
- Portland, Maine
- CRD number
- 172663
- Registered since
- November 28, 2014
- Website
- www.orbis.com
Firm profile
FINTRXOverview
Orbis Investments (U.S), LLC is organized as a limited liability company and is an SEC-registered adviser since 2014. Public records identify the owner type as a combination of a domestic entity and an individual. The firm is listed as "unclassified" in FINTRX’s snapshot and the record indicates it does not function as a capital allocator. It is not flagged as an active ESG investor, not designated a multi-state adviser, not a pension consultant, and not described as a related adviser in the available data. FINTRX does not provide details on the firm’s advisory activities, fee schedule, target client segments, or specific investment approach, and there are no disclosed affiliations or industry accolades in the summary record.
Assets & Accounts
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
Owners & executives
2 of 2
Jennifer Brunner
Managing Director, Chief Compliance OfficerCRD 1137783

Susan La Fond
Managing Director, Chief Compliance OfficerCRD 4512785
Contacts
3 of 19
Tariq Akbar
ConsultantCRD 5245852

Steven Swierczewski
Senior Managing DirectorCRD 3089595

Stephen Gaarder
Registered RepresentativeCRD 6431039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, ME
Cumberland
Location
Portland, ME
Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.
- Metro area
- Portland-Lewiston-South Portland, ME
- Region
- Northeast
- County
- Cumberland
- Address
- 190 Middle St
- Time zone
- ET (UTC-5)
- Office locations
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