ORG Portfolio Management LLC

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Assets, Funds, Holdings

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ORG Portfolio Management LLC
CRD #130198
SEC #801-62718
CIK #
AUM $4.0 BB (2023-03-30)
Employees 18 (67% Investors, 0% Brokers)
Phone216-468-0055
Address3201 Enterprise Parkway
Beachwood, OH 44122
Source [IAPD] [Website]
Total AUM ($BB)
151296302002200920162024
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other ORG AZ Opportunity Fund II LP 2021-03-30 111.5
Other ORG AZ Secondary Opportunity Fund LP 2014-03-28 237.2
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 2 0.4
(g) Pension and profit sharing plans 10 3.4
(h) Charitable organizations 0 0.2
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 13 4.0
By Discretionary
Discretionary 7 1.2
Non-Discretionary 6 2.8
Total 13 4.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.0
Total 13 4.0
Limited Partners2011 - 2024
New York State and Local Retirement System
New York State Common Retirement Fund
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