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 organized as a limited liability company and appears on the SEC adviser roster beginning in 2014. The firm's ownership is recorded as a mix of a domestic entity and an individual, and the regulatory classification in the source is listed as unclassified. The available record flags the adviser as not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The firm did not supply firm-level detail in the dataset about its client base, fee structure, core business activities, advisory specialties or manager allocation preferences. Those items are therefore not reflected in this profile.

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

Unlock 15 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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