The ORG PORTFOLIO MANAGEMENT LLC is a privately held investment adviser that advises $6.38Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. ORG PORTFOLIO MANAGEMENT LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 47.86% over the last 5-years.
The Group has been registered with the SEC for 22.46 years and is comprised of 1 filing and 4 relying advisers. They operate out of 2 office locations with their Headquarters at 3201 ENTERPRISE PARKWAY SUITE 150, CLEVELAND, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 22 employees comprised of 15 investment and 7 non-investment staff. The total number of Employees increased by 69.23% over the last 5-years.
Their $6.38Bn in assets advised are owned by 5 private funds, 0 public funds and BDCs and 5 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $563.53mn or 8.83% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $556.42mn or 8.72% of Total Assets.
The Group's top investment strategies include Multi Strat and Early Stage, representing 99.86% and 0.14% of total assets, respectively.
They advise 2 types of clients, top clients are Pension and Profit Sharing Plans-Private and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 4 private funds with $553.19mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
ORG PORTFOLIO MANAGEMENT LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.