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 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

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

2 of 2
  • Jennifer Brunner

    Jennifer Brunner

    Managing Director, Chief Compliance OfficerCRD 1137783

  • Susan La Fond

    Susan La Fond

    Managing Director, Chief Compliance OfficerCRD 4512785

Contacts

3 of 19
  • Tariq Akbar

    Tariq Akbar

    ConsultantCRD 5245852

  • Steven Swierczewski

    Steven Swierczewski

    Senior Managing DirectorCRD 3089595

  • Stephen Gaarder

    Stephen Gaarder

    Registered RepresentativeCRD 6431039

Unlock 16 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth