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ORIX ADVISERS, LLC
CRD 307580File 801-118177
APPROVED
Custody
Filing as of Aug 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$9.63B
Top 10% of cohort (national)
Discretionary AUM
$7.27B
Non-discretionary $2.36B
Clients
15
21 accounts
Employees
372
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 5, 2020
- Principal office
- 280 PARK AVENUE, 40 WEST, NEW YORK, NY, 10017
- Phone
- 212-468-5888
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.63B
- Discretionary AUM
- $7.27B
- Non-discretionary AUM
- $2.36B
- Discretionary accounts
- 16
- Non-discretionary accounts
- 5
- Total accounts
- 21
- AUM per client
- $641.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $434.5M |
| Insurance companies | Fewer than 5 | $483.6M |
| Pooled investment vehicles | 15 | $6.57B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.