Investment adviser · CRD 158511

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

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Mar 25, 2026

Regulatory AUM
$405M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
18
Reported in this filing
Advisory professionals
9
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$405,417,417100.0%
Other investment advisers1$00.0%
Filing source

Form ADV 2069855 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ORBIS U.S. OPPORTUNITIES, L.P.Hedge Fund · Last reported Mar 25, 2026$405MGross asset value

Feeder funds

  • ORBIS INSTITUTIONAL FUNDS LIMITED - U.S. OPPORTUNITIES FUND
Fund administrator CITI FUND SERVICES OHIO, INC. COLUMBUS, Ohio, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG LLP TORONTO, Canada
Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No
Marketer ORBIS INVESTMENTS (U.S.), LLC SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

ERNST & YOUNG LLP
PCAOB 1263

CITIBANK N.A.
LEI E57ODZWZ7FF32TWEFA76

Fund details & source
Fund ID
805-4838816087
Reported beneficial owners
9
Minimum commitment
$20M

Form ADV 2069855 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ORBIS INSTITUTIONAL U.S. EQUITY L.P.Hedge Fund · Last reported Mar 6, 2025$193MGross asset value
Fund administrator CITI FUND SERVICES OHIO, INC. COLUMBUS, Ohio, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ERNST & YOUNG LLP TORONTO, Canada
Custodian CITIBANK N.A. NEW YORK, New York, United States Related to adviser: No
Marketer ORBIS INVESTMENTS (U.S.), LLC SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

ERNST & YOUNG LLP
PCAOB 1263

CITIBANK N.A.
LEI E57ODZWZ7FF32TWEFA76

Fund details & source
Fund ID
805-2723012044
Reported beneficial owners
4
Minimum commitment
$1M

Form ADV 1947155 · Mar 6, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

ONE LETTERMAN DRIVE, BUILDING C, SUITE CM-100, THE PRESIDIO OF SAN FRANCISCO
SAN FRANCISCO, CA, 94129-1492, United States

CRD 158511

Filing source

Form ADV 2069855 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.