|
⚲
|
| Keyboard |
| Owner Resource Group LLC
✚
|
|
|---|---|
| CRD # | 164028 |
| SEC # | 801-79553 |
| CIK # | |
| AUM | 511.1 M (2026-04-24) |
| Employees | 16 (100% Investors, 0% Brokers) |
| Phone | 512-505-4180 |
| Address | 1111 W 6th Street Austin, TX 78703 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | OEF Co-Investment LP | [2023-03-28] | 10.0 M | 10.7 M |
| Offered $10,000,000 · Filed 2022-05-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $10,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG Opportunity Fund IV LP | [2023-03-28] | 106.6 M | |
| Filed 2022-03-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG BGO CoInvestment LP | [2021-03-26] | 10.7 M | 25.4 M |
| Offered $10,698,000 · Filed 2021-03-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG USME CoInvestment II LP | [2021-03-26] | 10.0 M | 16.7 M |
| Offered $10,000,000 · Filed 2021-03-09 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG OTR CoInvestment LP | [2020-03-27] | 28.9 M | 63.1 M |
| Filed 2019-05-28 (D) · Exemption 506(b) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG USME CoInvestment LP | [2018-03-21] | 21.5 M | 0.2 M |
| Filed 2017-11-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG Opportunity Fund III LP | [2017-09-11] | 91.8 M | 137.8 M |
| Filed 2017-04-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG GC CoInvestment II LP | [2016-03-30] | 100.0 M | |
| Offered $100,000,000 · Filed 2016-01-13 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $68,032 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG GC CoInvestment LP | [2016-03-30] | 56.3 M | |
| Offered $56,267,316 · Filed 2016-01-13 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $20,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG Media Holdings LLC | [2015-03-30] | 7.1 M | 0.0 M |
| Offered $7,550,433 · Filed 2014-02-10 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Remaining $500,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 10 | 511.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 10 | 511.1 |
| By Discretionary | ||
| Discretionary | 10 | 511.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 511.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 511.1 | |
| Total | 10 | 511.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Lee Walker | Executive Officer | 18 | 3 | |
| William Burnett | Director, Executive Officer | 22 | 2 | |
| Johnathan Gormin | Director, Executive Officer | 22 | 2 | |
| Brad Esson | Director, Executive Officer | 10 | 2 | |
| Jonathan Gormin | Executive Officer | 5 | 2 | |
| Org Gila Investment GP LLC | Executive Officer | 3 | 1 | |
| Org Gila CoInvestment GP LP | Executive Officer | 2 | 1 | |
| Org Optimation Investment GP LLC | Executive Officer | 2 | 1 | |
| Org Opportunity Fund II GP LLC | Executive Officer | 2 | 1 | |
| Org Optimation Investment GP LP | Executive Officer | 2 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
| Related People Network |
|---|
| 30 people file Form D offerings alongside this firm's people. |
| Comparable Firms | State | AUM |
|---|---|---|
|
Greybull Advisors LLC
✚
|
WY | 513.6 M |
|
Broadwing Capital Management LLC
✚
|
TX | 513.1 M |
|
Systima Capital Management LLC
✚
|
IL | 512.6 M |
|
Eldridge GP1 Advisers LLC
✚
|
NY | 510.0 M |
|
Nebari Partners LLC
✚
|
NY | 509.7 M |
|
Turnspire Capital Partners LLC
✚
|
NY | 508.9 M |
|
Permanent Equity Management LLC
✚
|
MO | 508.8 M |
|
Taurus Private Markets LLC
✚
|
PA | 508.7 M |
|
Solace Capital Partners LP
✚
|
CA | 508.1 M |
|
Agellus Capital LLC
✚
|
MO | 507.8 M |