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Orbis Investment Management Limited: investment adviser
Orbis Investment Management Limited is an investment adviser registered with the SEC (file 802-74861, CRD 157571). What it reports on Form ADV: assets and clients, fees, owners, disciplinary history and its client brochure. From the SEC's Investment Adviser Public Disclosure site; read Oct 21, 2026.
- Assets managed
- –
- Discretionary
- –
- Accounts
- –
- Employees
- –
- In advisory roles
- –
- Disclosures
- 1
Company page · SEC adviser record · Full Form ADV (PDF)
The firm reports no custody of client cash or securities.
Form ADV Part 1A, Item 5, as filed on the SEC Investment Adviser Public Disclosure site; read Oct 21, 2026.
Who owns it
Schedule A lists direct owners of 5% or more (and officers who own a stake); Schedule B lists the owners of those owners.
Direct owners (Schedule A)
| Owner | Type | Role | Stake | Since | Control | Public company |
|---|---|---|---|---|---|---|
| Orbis Holdings Limited | Company (outside the U.S.) | Shareholder | E 75% or more | Dec 1989 | Yes |
Indirect owners (Schedule B)
| Owner | Owns a stake in | Type | Stake | Control | Public company |
|---|---|---|---|---|---|
| Allan & Gill Gray Foundation | Orbis Allan Gray Limited | Company (outside the U.S.) | E 75% or more | Yes |
Form ADV reports ownership in bands, not exact stakes: A means 5% to 10%, B 10% to 25%, C 25% to 50%, D 50% to 75%, E 75% or more. F marks a general partner, trustee or managing member, a role that controls the firm without a percentage. Owners of less than 5% are not listed.
Form ADV Schedules A and B, via the SEC Investment Adviser Public Disclosure site.
Disciplinary history
What the firm disclosed under Item 11 of Form ADV. A disclosure is the firm's own report: pending matters are allegations, not findings, and many settlements are made without admitting or denying them. Text is quoted from the filing, set in sentence case.
Item 11 questions answered Yes
These questions cover the firm and its advisory affiliates.
- Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?
Actions about the firm (1)
- Aug 12, 2015Regulatory Action: Korean Financial Services Commission FinalSanctions: Civil and Administrative Penalt(ies) /Fine(s) · Fine: $1,758 · Begun Jun 4, 2015 · Resolved Aug 12, 2015 · Consent
Orbis unintentionally failed to timely report to the Korean Financial Services Commission (FSC") that the Orbis funds held in excess of 4% of the total outstanding voting shares of a Korean bank holding company. Upon realizing this omission, Orbis promptly made the required filing. On August 12, 2015, Orbis, through its legal counsel, paid an administrative fine of KRW2,080,000 to resolve the matter, which was equivalent to less than US$1,800 at exchange rates as of that date.
On August 12, 2015, Orbis, through its counsel, paid an administrative fine of KRW2,080,000 to resolve the above-mentioned late filing, which was equivalent to less than US$1,800 at exchange rates as of that date. No information Filed
Form ADV Item 11 and its Disclosure Reporting Pages, via the SEC record. All adviser disciplinary records.
The brochure
No brochure text was read for this firm.
Form ADV Part 2A, via the SEC Investment Adviser Public Disclosure site.