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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Jennifer Brunner
Managing Director, Chief Compliance OfficerCRD 1137783

Kelly Whetstone
Chief Compliance Officer and Associate General CounselCRD 5380134

Susan La Fond
Managing Director, Chief Compliance OfficerCRD 4512785
Contacts
3 of 18
Jody Owens
Registered RepresentativeCRD 3104727
Yu Chieh Huang
Business AnalystCRD 7804241

Chris Horwood
Investment CounselorCRD 7845032
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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