The ORIX GROUP is a publicly held investment adviser that advises $238.58Bn in regulatory assets under management held in 4 SEC fund types across 12 investment strategies. ORIX GROUP is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 12.65% over the last 5-years.
The Group has been registered with the SEC for 29.32 years and is comprised of 6 filing and 0 relying advisers. They operate out of 18 office locations with their Headquarters at 1 BEACON STREET 30TH FLOOR, BOSTON, MASSACHUSETTS. The Group has been subject to regulatory enforcement actions. They are regulated by 13 US and Non-US bodies.
They have 1,565 employees comprised of 303 investment and 1,262 non-investment staff. The total number of Employees increased by 47.92% over the last 5-years.
Their $238.58Bn in assets advised are owned by 77 private funds, 328 public funds and BDCs and 211 other accounts. Assets of Investment Companies (IC) clients own $162.27Bn or 68.02% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $49.63Bn or 20.8% of Total Assets.
The Group's top investment strategies include Long/Short Equity, FI/Credit - Diverse and Commodities, representing 70.53%, 18.25% and 3.97% of total assets, respectively.
They advise 10 types of clients, top clients are Investment Companies (IC) and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 27 Fund Administrators, 4 Fund Auditors, 3 Prime Brokers, 25 Custodians and 35 Marketers. It does not report a third-party Fund Administrator in 66 private funds with $60.86Bn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
ORIX GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.