ORIX ADVISERS, LLC

RIASEC RegisteredEst. 2020

Total AUM

$8.2B

Discretionary

$6.4B

79% of AUM

Avg account

$340M

Accounts

Employees

328

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 307580
Registered since: March 5, 2020
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles71.17%
Other19.61%
Corporations / Businesses5.8%
Insurance Companies3.42%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Orix Advisers, LLC is an SEC-registered investment manager organized as an LLC and registered in 2020. The firm serves institutional clients and is structured to operate as a fund manager rather than a retail advisory shop: it is classified across private equity funds, securitized asset funds and a multifaceted fund manager. Its business mix includes acting as a commodity pool operator or commodity trading advisor (CPO/CTA) and providing portfolio management for pooled investment vehicles and for businesses or institutions. Ownership is reported as domestic entity/individual and the firm does not present itself as a separate capital allocator to third‑party managers. Fee terms combine a percentage-of-assets component with performance-based fees. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser. Industry affiliations include roles as a broker‑dealer-affiliated entity, other investment adviser, CPO/CTA and sponsor or general partner/manager of pooled investment vehicles.