Orbits Financial Corporation Limited
$560M reported client assets across 2 advisory firms in FY2026 annual amendments
Reported client assets over time
Same-firm comparison: 2 firms that reported Orbits Financial Corporation Limited in both FY2025 and FY2026 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2020, 2021, 2022, 2023, 2024 are shown but partial — only FY2020: 1 cohort firms, FY2021: 1 cohort firms, FY2022: 1 cohort firms, FY2023: 1 cohort firms, FY2024: 1 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| 360 One Asset Management Limited | $527M | $4.3B | 12.2% | 06/24/2026 |
| 360 One Portfolio Managers Limited | $32.9M | $3.6B | 0.9% | 06/24/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.