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| Keyboard |
| Orion Global Advisors US Inc
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|---|---|
| CRD # | 342436 |
| SEC # | 801-136536 |
| CIK # | |
| AUM | 147.0 M (2026-06-02) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 725-259-7816 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Orion Global Opportunities Fund SPC Ltd - Global Energy Opportunity Strategy Segregated Portfolio | 2026-05-20 | 40.3 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 40.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 4 | 107.0 |
| Total | 5 | 147.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 5 | 147.0 |
| Total | 5 | 147.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 147.0 | |
| United States Persons | 0.0 | |
| Total | 5 | 147.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Chelsea Advisory Services Inc
✚
|
NY | 147.4 M |
|
Horizon Wealth Investment Solutions LLC
✚
|
CO | 147.2 M |
|
Cross Border Financial Planning USA LLC
✚
|
PA | 147.2 M |
|
Entelevest LLC
✚
|
FL | 147.0 M |
|
Heritage Capital LLC
✚
|
CT | 146.9 M |
|
KOON Financial Planning & Consulting LLC
✚
|
IN | 146.9 M |
|
Proficient Wealth Counselors LLC
✚
|
MA | 146.9 M |
|
BWA LLC
✚
|
CA | 146.9 M |
|
CLF Asset Management Inc
✚
|
WI | 146.9 M |
|
Hobbs Wealth Management LLC
✚
|
IN | 146.7 M |