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Orbis Wealth Management
Orbis Wealth Management was established as a multi-family office serving ultra-high-net-worth families seeking institutional-caliber investment management...
Orbis Wealth Management
Orbis Wealth Management was established as a multi-family office serving ultra-high-net-worth families seeking institutional-caliber investment management without the burden of building an internal office. Led by CEO and Managing Partner D. Scott MacKenzie, the firm operates from New York and positions itself as a fiduciary aggregator, pooling family capital to gain entry into private markets and specialized fund structures. The underlying wealth of the families served is not publicly disclosed. The firm deploys capital across a diversified mix of private equity, real estate, hedge funds, and private credit strategies. Orbis functions primarily as a fund-of-funds and direct co-investment platform, relying on a vetted network of external managers rather than in-house deal origination teams. The real estate exposure spans commercial and residential assets, typically accessed through operating partners. The firm's geographic focus is North America, though it gains international exposure indirectly through its fund investments. Specific portfolio companies or fund-level commitments are not publicly detailed, consistent with the private nature of the families it represents. Team size and total assets under advisement are not publicly disclosed, reflecting the firm's deliberately low profile. Orbis does not publicize adjacent philanthropic vehicles, club memberships, or structured co-investment circles, though such structures are common at firms of this type. The firm's regulatory filings are limited, and its operational history is documented primarily through MacKenzie's public record and the firm's own communications. What structurally distinguishes Orbis is its pure aggregation model: it operates as a capital conduit, where multiple families collectively access institutional share classes and minimums they could not typically reach individually. This outsourced-CIO approach contrasts with single-family offices that build dedicated direct-investment teams, offering a governance-light solution for families that want exposure without origination overhead.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
D. Scott MacKenzie
CEO & Managing Partner
Sector focus
Frequently asked questions
How does Orbis Wealth Management source its investment opportunities?
Orbis sources through a curated network of external managers and operating partners rather than an in-house direct origination team. The firm pools capital from multiple client families to access institutional fund share classes and co-investment opportunities that often have high minimums. Specific manager relationships are not publicly disclosed.
Is Orbis a single-family office or a multi-family office?
Orbis is structured as a multi-family office, serving several ultra-high-net-worth families from its New York base. It operates on an outsourced-CIO model, managing investments across multiple families rather than serving a single wealth creator. The identities of the families are confidential.
What asset classes does Orbis allocate to?
The firm allocates across private equity, real estate, hedge funds, and private credit. It uses a fund-of-funds approach supplemented by direct co-investments where possible. Real estate exposure typically includes both commercial and residential assets accessed through operating partners.
Who runs investment decisions at Orbis Wealth Management?
D. Scott MacKenzie is the CEO and Managing Partner and leads the firm, including its investment decisions. Orbis does not publish a separate investment committee list, and the internal governance structure is not publicly detailed. MacKenzie's background is in wealth management and family-office services.
Does Orbis participate in fund commitments or only direct deals?
Orbis participates primarily through fund commitments to external managers across private equity, real estate, hedge fund, and private credit vehicles. The firm also selectively pursues direct co-investment opportunities alongside those managers. It does not operate proprietary direct-deal origination teams.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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