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 a U.S.-organized limited liability company that registered with the SEC in 2014. FINTRX characterizes the firm as "Unclassified" and lists its owner type as a combination of domestic entity and individual ownership. The snapshot indicates the firm does not act as a capital allocator, is not identified as an active ESG investor, and is not marked as a pension consultant or related adviser. Several standard fields in the profile—client base, fee structure, business activities and advisory activities—were not provided in the source data, so service and product details are not available in this record.

Assets & Accounts

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

FINTRX

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