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Orix Advisers, LLC

● SEC registered since 2020CRD 307580SEC# 801-118177New York, NY
Export (members)
Ranks #884 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$9.63B
Fund GAV
$6.57B
Private funds
15
Employees
372
Accounts
21
Location
New York, NY

Orix Advisers, LLC assets under management

Orix Advisers, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2020. It reports $9.6 billion in regulatory assets under management and employs 372 people. Orix Advisers, LLC manages 15 private funds with combined gross assets of $6.6 billion, including Orix Capital Fund I, LP. By regulatory assets, it ranks 884 of 6,004 private fund managers.

Orix Advisers, LLC private funds

15 funds · $6.57B GAV
FundTypeGross assetsMin.
Orix Capital Fund I, LPPrivate Equity$1.67B
Signal Peak CLO 4, LtdSecuritized Asset$582.6M$250K
Signal Peak CLO 9, LtdSecuritized Asset$498.2M$250K
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Orix Advisers, LLC owners & executives

11 reported
NameTitleOwnershipSince
Dan Simon Ronnen ControlDeputy General Counsel Of Orix UsaUnder 5%2019
Haley Summer Barron ControlHead Of Accounting And Financial ReportingUnder 5%2025
Jeffrey Brian Abrams ControlHead Of Private Credit And Real EstateUnder 5%2023
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Frequently asked questions

How much does Orix Advisers, LLC manage?

Orix Advisers, LLC reports $9.6 billion in regulatory assets under management on its Form ADV.

How many private funds does Orix Advisers, LLC manage?

Orix Advisers, LLC manages 15 private funds with combined gross assets of $6.6 billion.

How many employees does Orix Advisers, LLC have?

Orix Advisers, LLC reports 372 employees.

Where is Orix Advisers, LLC located?

Orix Advisers, LLC is based in New York, NY and has been SEC-registered since 2020.

Does Orix Advisers, LLC disclose fund performance?

Orix Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address280 Park Avenue, 40 West, New York, NY 10017
Phone212-468-5888
Office hours9 a.m. To 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$9.63B▲ 17%
Jun '25 — $8.24BJul '25 — $8.24BAug '25 — $8.24BSep '25 — $8.24BOct '25 — $8.24BNov '25 — $8.24BDec '25 — $8.24BJan '26 — $8.16BFeb '26 — $8.16BMar '26 — $8.16BApr '26 — $8.16BMay '26 — $8.16BJun '26 — $9.63B
Jun '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
AUM vs fund managersTop 15%
Larger than 85% of 6,004 private-fund managers
Number of fundsTop 17%
More funds than 83% of fund managers
EmployeesTop 2%
More than 98% of 16,825 advisers

Assets under management

$9.63Bregulatory AUM
Discretionary $7.27BNon-discretionary $2.36B

Fund type mix

Securitized Asset11
Other Private3
Private Equity1

Service providers