|
⚲
|
| Owner Resource Group LLC
✚
| |
|---|---|
| CRD # | 164028 |
| SEC # | 801-79553 |
| CIK # | |
| AUM | $566.5 MM (2024-03-26) |
| Employees | 13 (77% Investors, 0% Brokers) |
| Phone | 512-505-4180 |
| Address | 1111 W 6th Street Austin, TX 78703 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | OEF Co-Investment LP | [2023-03-28] | 10.0 | 10.4 |
| PE | ORG Opportunity Fund IV LP | [2023-03-28] | 0.0 | 21.4 |
| PE | ORG BGO CoInvestment LP | [2021-03-26] | 10.7 | 27.8 |
| PE | ORG USME CoInvestment II LP | [2021-03-26] | 10.0 | 15.9 |
| PE | ORG OTR CoInvestment LP | [2020-03-27] | 28.9 | 86.6 |
| PE | ORG USME CoInvestment LP | [2018-03-21] | 21.5 | 0.2 |
| PE | ORG Opportunity Fund III LP | [2017-09-11] | 91.8 | 168.1 |
| PE | ORG GC CoInvestment II LP | [2016-03-30] | 100.0 | 0.0 |
| PE | ORG GC CoInvestment LP | [2016-03-30] | 56.3 | 0.0 |
| PE | ORG Media Holdings LLC | [2015-03-30] | 7.1 | 0.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 11 | 566.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 566.5 |
| By Discretionary | ||
| Discretionary | 11 | 566.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 566.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 566.5 | |
| Total | 11 | 566.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Lee Walker | 18 | |||
| William Burnett | 21 | |||
| Johnathan Gormin | 21 | |||
| Brad Esson | 9 | |||
| Jonathan Gormin | 5 | |||
| Org Gila Investment GP LLC | 3 | |||
| Org Optimation Investment GP LLC | 2 | |||
| Org Gila CoInvestment GP LP | 2 | |||
| Org Opportunity Fund II GP LLC | 2 | |||
| Org Optimation Investment GP LP | 2 | |||
| View All | ||||
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Edgewater Capital Management LLC
✚
|
OH | 0.6 |
|
Teleo Capital Management LLC
✚
|
ID | 0.6 |
|
Groundforce Capital Management LLC
✚
|
CA | 0.6 |
|
Hastings Equity Partners LLC
✚
|
MA | 0.6 |
|
Resilience Management LLC
✚
|
OH | 0.6 |
|
Crest Rock Management Company LP
✚
|
CO | 0.6 |
|
Manna Tree Partners LLC
✚
|
CO | 0.6 |
|
APC Asset Development II LP
✚
|
CA | 0.6 |
|
Prospect Hill Growth Partners LP
✚
|
MA | 0.6 |
|
Braemont Capital Management LLC
✚
|
TX | 0.6 |