Orbis Investment Management (U.S.), L.P
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Learn more about Orbis Investment Management (U.S.), L.P
Overview
Orbis Investment Management (U.S.), L.P is an advisory firm that has its headquarters in San Francisco, California. The company handles $159.4 million in total assets throughout one customer account, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). It has a small team, including 8 financial advisors. Orbis Investment Management (U.S.), L.P does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial assets such as bonds, stocks and options.
Orbis Investment Management (U.S.), L.P manages all of its client assets on a discretionary basis. Discretionary management signifies that buy and sell judgments for the client's account are made by an investment advisor without requiring client permission. The firm's average account size is $159.4 million. The typical financial advisor at Orbis Investment Management (U.S.), L.P administers fewer than one client account, making it one of the most individualized advisor firms in the country.
The firm's main office is located at 600 Montgomery Street, San Francisco, California 94111. Orbis Investment Management (U.S.), L.P is legally registered to provide services to customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Orbis Investment Management (U.S.), L.P by the Numbers
$159.4 million
13
1
$159.4 million
Fee Structure
Fees charged by financial advisors typically depend on the type of services provided. However, fees charged by the company likely include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles and other investment advisers. Orbis Investment Management (U.S.), L.P's biggest client by number of accounts is other investment advisers. Around 50% of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Orbis Investment Management (U.S.), L.P does not have any disclosures.
Please visit its Form ADV for more details.
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