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Orbitex Saratoga Capital Management, LLC (Garden City)


Orbitex Saratoga Capital Management, LLC is a large advisory firm based in Garden City. It manages $358.17 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Orbitex Saratoga Capital Management provides portfolio management for investment companies, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Orbitex Saratoga Capital Management: assets under management

The assets under management (AUM) of Orbitex Saratoga Capital Management, LLC is $358.17 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $358.17 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $358.17 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Orbitex Saratoga Capital Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Hermin Trust Majority shareholder 1 Oct 1995 75% - 100% na
Capital Management Ltd. Majority shareholder 1 Oct 1995 75% - 100% na
Inc. Orbitex Financial Services Group Sole shareholder 1 May 2000 75% - 100% 13-4088004

Based in Garden City

The principal office where Orbitex Saratoga Capital Management, LLC performs its advisory services is located at 1101 Stewart Avenue, Garden City, NY 11530 4808, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 516-542-3000 or by fax 516-542-3003. The normal business hours are 9:00a.m. - 5:00p.m. on Monday - Friday.


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