Orbitex Management Inc (New York)


Orbitex Management Inc is a large advisory firm based in New York. It manages $219.31 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001.

Orbitex Management provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Orbitex Management: assets under management

The assets under management (AUM) of Orbitex Management Inc is $219.31 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $219.31 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.93 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Orbitex Management Inc for their services and products based on a percentage of assets under management. 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Thomas T Bachmann Sole shareholder 1 Oct 1995 75% - 100% 4027844
Capital Management Ltd. Sole shareholder 1 Oct 1995 75% - 100% na
Inc. Orbitex Financial Services Group Sole shareholder 1 May 2000 75% - 100% 13-4088004

Based in New York

The principal office where Orbitex Management Inc performs its advisory services is located at 410 Park Ave 18 Th Floor, New York, NY 10022, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 212-891-7900 or by fax 212-891-2980. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.