Bank / Wealth / TrustRIA · CRD 288511SEC-RegisteredPrivate Fund Adviser

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Integra Global Advisors

Integra Global Advisors was established in 2017 by Managing Partner Gil Orbach in Stamford, Connecticut. The firm positions itself as a conflict-averse...

Integra Global Advisors logo

Integra Global Advisors

Integra Global Advisors was established in 2017 by Managing Partner Gil Orbach in Stamford, Connecticut. The firm positions itself as a conflict-averse investment advisory practice for ultra-high-net-worth families and charitable institutions, emphasizing a fiduciary mindset that prioritizes client interests above internal product or fee incentives. Integra describes its investment approach as anchored in original research and dispassionate analysis rather than any single asset-class franchise. The firm states it constructs and implements portfolios directly aligned with client objectives, with a stated emphasis on risk management and capital preservation as overriding principles. Its website highlights a commitment to continuous innovation in sourcing new investment opportunities, diversifying risk, reducing costs, and improving tax efficiency for client portfolios. No public AUM or team-size figures are disclosed. The firm operates from 2 Stamford Plaza, Suite 401, and its only named principal is Gil Orbach. No adjacent philanthropic vehicles, real-asset arms, or club memberships have been publicly associated with the practice. No verifiable operational events have been reported in the past 24 months. Integra's structural proposition lies in its posture as an independent RIA explicitly built to avoid the product-distribution incentives of large wealth-management platforms. The firm frames its mandate around solving non-investment problems for clients as part of a broader stewardship role, a positioning more common among multi-family offices than conventional wealth managers.

General information

Firm type

Bank / Wealth / Trust

Year founded

2017

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Stamford

Corporate office

2 Stamford Plaza, Suite 401, Stamford, CT, United States

Principals

Gil Orbach

Managing Partner

Frequently asked questions

Who runs investment decisions at Integra Global Advisors?

Managing Partner Gil Orbach is the only named principal on the firm's website. No additional investment committee or CIO has been publicly identified. Decision-making authority appears concentrated with Orbach given the firm's boutique structure.

Is Integra Global Advisors structured as a multi-family office or a traditional wealth manager?

Integra is legally organized as an LLC and operates as a registered investment adviser, not a multi-family office. However, its stated commitment to solving non-investment client problems and acting as a steward of multi-generational legacies borrows from the multi-family-office service model.

How does Integra Global Advisors source investment opportunities?

The firm has not publicly detailed its sourcing channels. Its website references original research and rigorous analysis as the basis for idea generation, suggesting a research-led rather than intermediary-dependent sourcing model.

Does Integra Global Advisors disclose its assets under management?

No. Integra has not publicized an AUM figure. No credible third-party publication has reported a number. The firm's size remains undisclosed.

How does Integra Global Advisors handle risk management?

Integra describes risk management and capital preservation as reflexes that override other investment considerations. The firm does not publicly detail its specific risk frameworks, stress-testing routines, or portfolio-level hedging strategies.

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