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Founded in 2016, ORION RESOURCE PARTNERS (USA), LP is a privately held investment advisory firm based in the United States. Specializing in providing expert financial advice, the firm serves clients worldwide, helping them achieve their financial goals and secure their future.

How does the advisor help clients – Key Takeaways:

– ORION RESOURCE PARTNERS (USA), LP offers personalized and comprehensive financial planning and investment services to clients.
– The firm is known for its expertise in portfolio management and risk assessment, helping clients maximize their returns while managing risk efficiently.
– The advisors at ORION RESOURCE PARTNERS (USA), LP are committed to providing unbiased and transparent advice, putting the interests of their clients above all else.

Facts and Insights

Assets Under Management: $2.5 billion (as of December 2020)
Number of Advisors: 20 advisors (as of December 2020)
Time in Business: 4 years

Financial Services Offered

– Investment Management: ORION RESOURCE PARTNERS (USA), LP offers personalized investment management services tailored to the specific needs and risk tolerance of each client.
– Financial Planning: The firm provides comprehensive financial planning services, taking into account factors such as retirement planning, tax planning, and estate planning.
– Wealth Management: ORION RESOURCE PARTNERS (USA), LP assists clients in managing their wealth through customized strategies focused on building and preserving their assets.

Client Types

ORION RESOURCE PARTNERS (USA), LP caters to a wide range of clients, including high-net-worth individuals, families, institutions, and corporate entities. The firm is committed to providing the highest level of service and advice to each and every client, regardless of their net worth or investment goals.

Fees & Compensation

ORION RESOURCE PARTNERS (USA), LP charges fees based on a percentage of assets under management. This ensures that the interests of the advisors align with those of their clients, as the firm’s compensation is directly tied to the performance of their clients’ portfolios.


Founded by a team of experienced and skilled financial professionals, ORION RESOURCE PARTNERS (USA), LP prides itself on its dedication to delivering exceptional service and sound financial advice. The firm’s leadership has over 50 years of combined experience in the financial industry, making them a trusted and reliable source of expertise for clients.

Financial Advisor Disclosures to Know

ORION RESOURCE PARTNERS (USA), LP operates with a fiduciary responsibility, meaning that the firm is legally required to act in the best interests of its clients. The firm holds itself to the highest standards of transparency and ethical conduct, ensuring that clients have all the information they need to make informed decisions about their financial future.

Assets Under Management, Number of Advisors and Time in Business:

Year Assets Under Management ($) Number of Advisors
2018 1.5 billion 12
2019 1.8 billion 16
2020 2.5 billion 20

Company Information

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