Clients
Orbimed Advisors serves 32 clients. The average client has about $644 million with the firm.
- Pooled investment vehicles32 clients100%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 32 | $20,607,970,000 | 100.0% | $644.0M |
| Total | 32 | $20,607,970,000 | 100% | $644.0M |
- Clients
- 32
- Regulatory AUM
- $20,607,970,000
- Share
- 100.0%
- Avg. per client
- $644.0M
Total
- Clients
- 32
- Regulatory AUM
- $20,607,970,000
- Share
- 100%
- Avg. per client
- $644.0M
What it does
Orbimed Advisors provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.
Orbimed Advisors advises 24 private funds.
100.0% of assets ($20.61B across 32 accounts) are managed with discretion. 63% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.
Custodians
Orbimed Advisors has custody of $18.28B for 30 clients.
- All other custodians$20.61B100%
Ownership and leadership
Carl Gordon owns 25% to 50% of Orbimed Advisors.
- Owns 25% to 50% of Orbimed Advisors LLC
Carl Gordon
Control person · since January 1998
- Owns 10% to 25% of Orbimed Advisors LLC
William Neild
Control person · since January 2007
- Owns 10% to 25% of Orbimed Advisors LLC
Geoffrey Hsu
Control person · since January 2010
- Owns 5% to 10% of Orbimed Advisors LLC
Charles Stevens
Control person · since April 2019
- Owns 5% to 10% of Orbimed Advisors LLC
David Bonita
Control person · since January 2020
- Owns 5% to 10% of Orbimed Advisors LLC
Matthew Rizzo
Control person · since January 2022
- Owns 5% to 10% of Orbimed Advisors LLC
Peter Thompson
Control person · since January 2022
- Owns 5% to 10% of Orbimed Advisors LLC
Mona Ashiya
Control person · since July 2025
Leadership
- Sam Block IIIChief Financial Officer
- Douglas CoonChief Compliance Officer
- Mona AshiyaMember
- David BonitaMember
- Alexander CooperGeneral Counsel
- Carl GordonMember
- Geoffrey HsuMember
- William NeildMember
- Matthew RizzoMember
- Charles StevensMember
- Peter ThompsonMember
Staff
- 118 employees
- 86 in advisory functions
- 2 soliciting firms
Reported holdings
Orbimed Advisors’ reported 13F holdings total $5.40B across 129 positions, and the ten largest make up 42.1% of it.
- $5.40B
- Reported 13F value
- 129
- Positions
- 42.1%
- In the 10 largest
- +7.0%
- Value vs. prior quarter
- Edgewise Therapeutics Inc.11.7%
- Enliven Therapeutics Inc.6.4%
- Eli Lilly & CO5.7%
- Mbx Biosciences Inc.3.5%
- Sinovac Biotech Ltd3.4%
- Astrazeneca PLC3.2%
- Structure Therapeutics Inc. · Sponsored ADS2.2%
- Sionna Therapeutics Inc.2.1%
- Corvus Pharmaceuticals Inc.2.0%
- Arrivent Biopharma Inc.1.9%
Together, the ten largest are 42.1% of reported value.
A 13F covers only exchange-traded long positions the firm holds with discretion, so this $5.40B is not its $20.61B in regulatory assets and does not represent any individual client's portfolio.
Fees
Orbimed Advisors is paid through a percentage of assets under management and performance-based fees.
Orbimed Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Orbimed Advisors has 6 offices, with 2 listed addresses across 2 states.
California · 1 listed address
- 611 Gateway Boulevard, South San Francisco
New York · 1 listed address
- 601 Lexington Avenue, 54th Floor, New YorkHQ
Other business names
Orbimed Advisors has reported 1 other business name to the SEC.
- Orbimed Capital LLC
Registration details
- Legal name
- Orbimed Advisors LLC
- Headquarters
- 601 Lexington Avenue, 54th Floor, New York, NY 10022
- Phone
- 212-739-6400
- Website
- www.orbimed.com
- SEC file
- 801-61046
- Structure
- Delaware LLC
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Orbimed Advisors have?
Orbimed Advisors has 32 clients and manages $20.6 billion for them, as of August 2026.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026
What services does Orbimed Advisors offer?
Orbimed Advisors provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Orbimed Advisors have?
Orbimed Advisors has 0 investment adviser representatives registered with state securities authorities, out of 118 employees, and 86 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Orbimed Advisors?
Orbimed Advisors’ direct owners are Carl Gordon, William Neild, Geoffrey Hsu, Charles Stevens, David Bonita, Matthew Rizzo, Peter Thompson and Mona Ashiya, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 18 August 2026
How does Orbimed Advisors get paid?
Orbimed Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file