SEC-Registered Investment Adviser
Org Portfolio Management LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 30, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- February 20, 2004
- Principal office
- 3201 Enterprise Parkway, Suite 150, Beachwood, OH 44122
- Organized as
- Limited Liability Company, OH
- Fiscal year end
- December
- Umbrella registration
- Yes, 4 relying advisers
- Other offices
- 4
Scale
- Regulatory AUM
- $6.4B
- Discretionary / non-discretionary
- $872.9M / $5.5B
- Accounts
- 22
- Clients
- 2
- Employees
- 22, 15 in advisory roles
- Private funds advised
- 5
- Private fund gross assets
- $554.0M
- Fund types
- 5 other private funds
- Client assets in custody
- $554.0M (4 clients)
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting, selection of other advisers and other advisory activities
- Compensated by
- a percentage of assets under management, hourly charges, fixed fees, performance-based fees and other
- Client types
- high net worth individuals; pooled investment vehicles (5); pension and profit sharing plans (5); charitable organizations; insurance companies
- Related persons include
- another investment adviser and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 4 investment advisers
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (March 30, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.