{ "crd_number": 161327, "slug": "orion-resource-partners-usa-lp-new-york-ny-161327", "primary_business_name": "ORION RESOURCE PARTNERS (USA), LP", "legal_name": "ORION RESOURCE PARTNERS (USA), LP", "dbas": [ "OIV GP I LLC (RELYING ADVISER)", "OMR GP LP (RELYING ADVISER)", "OMRM LLC (RELYING ADVISER)", "ORION CMC GP I LLC (RELYING ADVISOR)", "ORION INDUSTRIAL VENTURES LLC (RELYING ADVISER)", "ORION MINE FINANCE GP I LIMITED (RELYING ADVISER)", "ORION MINE FINANCE GP I-A LIMITED (RELYING ADVISER)", "ORION MINE FINANCE GP II LIMITED (RELYING ADVISER)", "ORION MINE FINANCE GP III LP (RELYING ADVISER)", "ORION MINE FINANCE GP IV LP (RELYING ADVISER)", "ORION MINE FINANCE MANAGEMENT I LIMITED (RELYING ADVISER)", "ORION MINE FINANCE MANAGEMENT I-A LIMITED (RELYING ADVISER)", "ORION MINE FINANCE MANAGEMENT III LLC (RELYING ADVISER)", "ORION MINE FINANCE MANAGEMENT LP (RELYING ADVISER)" ], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-05-09", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-05-14", "carried_forward": false, "raum_total": 7911772394.0, "raum_discretionary": 7311772394.0, "raum_non_discretionary": 600000000.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 59, "advisory_employees": 18, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 7911772394.0, "count": 25 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [], "websites": [ "https://linkedin.com/company/orion-resource-partners", "https://orionrp.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161327", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/orion-resource-partners-usa-lp-new-york-ny-161327", "display_name": "Orion Resource Partners (USA), LP", "summary": "Orion Resource Partners (USA), LP is an SEC-registered investment advisory firm in New York, NY, registered since 2012, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 14, 2026.", "citation": "AdvisorCensus. Orion Resource Partners (USA), LP (CRD 161327): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Orion Resource Partners (USA), LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Orion Resource Partners (USA), LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Orion Resource Partners (USA), LP located?", "a": "Orion Resource Partners (USA), LP's principal office is in New York, NY, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is Orion Resource Partners (USA), LP registered with the SEC or a state?", "a": "Orion Resource Partners (USA), LP is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 161327." }, { "q": "How much does Orion Resource Partners (USA), LP manage?", "a": "Orion Resource Partners (USA), LP reports $7,911,772,394 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (92% discretionary)." }, { "q": "How have Orion Resource Partners (USA), LP's assets and staff changed since 2021?", "a": "In the Form ADV data for Orion Resource Partners (USA), LP: Regulatory assets under management: $4,882,096,904 in the October 2021 data and $7,911,772,394 in the October 2026 data, up 62%. Total employees: 41 in October 2021 and 59 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Orion Resource Partners (USA), LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (25)." }, { "q": "Does Orion Resource Partners (USA), LP report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161327" }, { "q": "What changed in Orion Resource Partners (USA), LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Added the business name Orion CMC GP I LLC (Relying Advisor). Employees performing advisory functions went from 22 to 18. Added an office in Golden, CO. Added an office in San Francisco, CA. No longer lists an office in Littleton, CO." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 4882096904.0, "total_employees": 41, "filing_date": "2021-05-04" }, { "period": "2022-10-01", "regulatory_assets_under_management": 7030395990.0, "total_employees": 45, "filing_date": "2022-06-10" }, { "period": "2023-10-01", "regulatory_assets_under_management": 7131008134.0, "total_employees": 51, "filing_date": "2023-10-04" }, { "period": "2024-10-01", "regulatory_assets_under_management": 7428644939.0, "total_employees": 56, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 7463275061.0, "total_employees": 55, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 7911772394.0, "total_employees": 59, "filing_date": "2026-05-14" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Added the business name Orion CMC GP I LLC (Relying Advisor).", "Employees performing advisory functions went from 22 to 18.", "Added an office in Golden, CO.", "Added an office in San Francisco, CA.", "No longer lists an office in Littleton, CO." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/orion-resource-partners-usa-lp-new-york-ny-161327.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 25, "fewer_than_5": false, "raum": 7911772394.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161327", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }