Orix Advisers, LLC
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Overview
Orix Advisers, LLC operates as an advisory company headquartered in New York, New York. It handles $6.4 billion in assets under management across 23 customer accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). Orix Advisers, LLC has a large team, including 70 financial advisors. Orix Advisers, LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as bonds, options and stocks.
Orix Advisers, LLC administers 16 of its client assets on a discretionary basis. Discretionary management signifies that buy and sell decisions for the client's account are made by an investment advisor without needing to seek the client's approval. The company also administers seven non-discretionary accounts with a total of $435.0 million in assets. The company oversees an average of $279.9 million in assets for every customer account. The typical financial advisor at Orix Advisers, LLC oversees fewer than one client account, making it one of the most individualized advisor firms in the country.
The firm's central office is located at 280 Park Avenue, New York, New York 10017. The firm is registered to serve clients across a number of states, including California, Connecticut, New York, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Orix Advisers, LLC by the Numbers
$6.4 billion
280
23
$279.9 million
Fee Structure
Fees for financial management are based on which services are provided. Fee types billed by Orix Advisers, LLC can be comprised of some blend of the following fee types: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
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
Orix Advisers, LLC provides services to pooled investment vehicles. Out of its 23 clients, Orix Advisers, LLC's largest client type by number of accounts is pooled investment vehicles. Around 63% of the company's accounts are represented by people from outside of the U.S.
- 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
Orix Advisers, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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