Orbis Investments (U.S), LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
21
Avg account
$0

Firm details

Headquarters
Portland, Maine
CRD number
172663
Registered since
November 28, 2014

Firm profile

FINTRX

Overview

Orbis Investments (U.S), LLC is listed in FINTRX as a U.S. limited liability company that became SEC-registered in 2014. The platform records the firm as having Domestic Entity | Individual ownership and classifies it as "Unclassified." FINTRX does not provide a description of the firm's advisory offerings, client segments, fee schedule or specific business activities. Several status flags are captured: the firm is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, is not newly formed, and is not labeled a pension consultant or a related adviser. Those flags, together with the lack of a disclosed advisory profile, leave the firm's market positioning and target client types unclear from the available data.

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

Owners & executives

3 of 3
  • Jennifer Brunner

    Jennifer Brunner

    Managing Director, Chief Compliance OfficerCRD 1137783

  • Kelly Whetstone

    Kelly Whetstone

    Chief Compliance Officer and Associate General CounselCRD 5380134

  • Susan La Fond

    Susan La Fond

    Managing Director, Chief Compliance OfficerCRD 4512785

Contacts

3 of 18
  • Jody Owens

    Jody Owens

    Registered RepresentativeCRD 3104727

  • Yu Chieh Huang

    Yu Chieh Huang

    Business AnalystCRD 7804241

  • Chris Horwood

    Chris Horwood

    Investment CounselorCRD 7845032

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth