Orion Resource Partners (Usa), LP (New York)

Name: Orion Resource Partners (Usa), LP
Address: 1045 Avenue Of The Americas, New York, NY, 10018
Telephone: 212-596-3511

Orion Resource Partners (Usa), LP is a large advisory firm based in New York. It manages $5.96 billion of regulatory assets for 27 client accounts. It has been registered with the SEC as an adviser since 2013.

Orion Resource Partners (Usa) provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Orion Resource Partners (Usa): assets under management

The assets under management (AUM) of Orion Resource Partners (Usa), LP is $5.96 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 421% since the beginning of its operation, and $1.81 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $5.96 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $220.77 million each.

Investments

The firm invests in other assets the most. They account for 46% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 31% of the firm’s portfolio. Investments in government bonds form 23% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Orion Resource Partners (Usa), LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Orion Resource Partners (Usa) serves?

The only and largest group of clients of Orion Resource Partners (Usa) is pooled investment vehicles with 23 clients and $5.2 billion of assets under management. Among the 10 most similar advisory firms, Orion Resource Partners (Usa) has the 4th lowest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $5.2 billion for 23 clients. 48% of the firm’s clients are foreign persons or businesses.

Orion Resource Partners (Usa) also advises several private funds. Namely, one hedge fund, six other private funds, and seven private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $20,000,000.

Careers at Orion Resource Partners (Usa), LP

The company employs 46 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Oskar Paul Lewnowski	Chief executive officer; partner	1 Jun 2005	Other	1298907
Barry Feldman	Partner	1 Jun 2005	Other	6028603
Orion Resource Partners Gp Llc	General partner	1 Dec 2005	75% - 100%	1298907
Limor Nissan	Chief operating officer	1 Aug 2013	Other	6245594
Robert Emmett Chmiel	Chief financial officer	1 Aug 2013	Other	1724063
Kirsten Marama Wolf	Chief compliance officer	1 Sep 2013	Other	6245591
Richard A Gashler	Chief compliance officer	1 Oct 2015	Other	5060176
Jeffrey Scott Feeley	Chief financial officer	1 Jul 2017	Other	3265221

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Oskar Paul Lewnowski	Sole member	1 Dec 2005	75% - 100%	1298907

Based in New York

The principal office where Orion Resource Partners (Usa), LP performs its advisory services is located at 1045 Avenue Of The Americas, New York, NY 10018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-596-3511 or by fax 212-596-3489. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at orionresourcepartners.com.