Multi-Family OfficeRIA · CRD 332287SEC-Registered

Updated:

Orbis Wealth Management

ORBIS WEALTH MANAGEMENT is an SEC-registered investment adviser in PETERBOROUGH, NH. The firm manages $70 million in assets, $66 million on a discretionary...

Orbis Wealth Management

ORBIS WEALTH MANAGEMENT is an SEC-registered investment adviser in PETERBOROUGH, NH. The firm manages $70 million in assets, $66 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Peterborough

Corporate office

New York, NY, United States

Principals

D. Scott MacKenzie

CEO & Managing Partner

Sector focus

Private EquityReal EstateHedge FundsPrivate Credit

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.

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