Fund family · SEC Form D record

ORG Opportunity Fund funds

ORG Opportunity Fund has 3 vehicles on the SEC Form D record, in 3 numbered generations, filed from 2017 to 2026. The newest is ORG Opportunity Fund V, L.P., first filed Sep 11, 2026. The adviser of record on Form ADV Schedule D is Owner Resource Group, LLC.

Vehicles
3
Numbered generations
3
First filing
2017
Latest filing
Sep 11, 2026

Adviser of record (Form ADV Schedule D) Owner Resource Group, LLC (CRD 164028)

Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.

Fund V

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
ORG Opportunity Fund V, L.P.CIK 2152596First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund IV

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
ORG Opportunity Fund IV, L.P.CIK 1862917First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund III

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
ORG Opportunity Fund III, L.P.CIK 1700246No amendment after 13 monthsEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the ORG Opportunity Fund funds

How many ORG Opportunity Fund funds are there?
The SEC Form D record shows 3 vehicles in 3 numbered generations, the earliest filed Apr 10, 2017 and the latest filing on Sep 11, 2026. By generation: Fund V (ORG Opportunity Fund V, L.P., first filed Sep 11, 2026); Fund IV (ORG Opportunity Fund IV, L.P., first filed Mar 8, 2022); Fund III (ORG Opportunity Fund III, L.P., first filed Apr 10, 2017).
What is the latest ORG Opportunity Fund fund?
ORG Opportunity Fund V, L.P., which first filed a Form D on Sep 11, 2026. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the ORG Opportunity Fund funds?
Owner Resource Group, LLC (RIA, CRD 164028), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
How much have the ORG Opportunity Fund funds raised?
Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
How does AltStreet group these funds into a family?
By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.