← Tributary

ORBIS INVESTMENT MANAGEMENT (U.S.), L.P.

SAN FRANCISCO, CA · CRD 158511 · IAPD ↗ · orbis.com · +1 415 489 3600

$405.4MRegulatory AUM
9Advisory reps
18Employees
1Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
April 2026 — ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. reported RAUM up 225% ($124.6M -> $405.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
May 2025 — ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. reported RAUM down 35% ($192.9M -> $124.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
35
March 2025 — ORBIS INVESTMENT MANAGEMENT (U.S.), L.P. shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.