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| Owner Resource Group LLC
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| 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 | ||||
| PE | ORG PHC CoInvestment LP | [2015-03-30] | 5.9 M | 0.0 M |
| Offered $5,870,122 · Filed 2014-06-11 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | 420 Aloha LP | 2014-03-31 | 5.3 M | |
| PE | ORG CHEM Group CoInvestment LP | [2014-03-31] | 7.5 M | 3.1 M |
| Offered $7,542,152 · Filed 2014-01-14 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $44,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG Opportunity Fund II LP | [2014-03-31] | 45.6 M | 3.0 M |
| Offered $45,600,000 · Filed 2013-06-24 (D/A) · Exemption 506, 3(c), 3(c)(7) · Minimum $100,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG Side Car Fund II LP | [2014-03-31] | 7.0 M | 0.7 M |
| Offered $7,000,000 · Filed 2013-04-19 (D) · Exemption 506, 3(c), 3(c)(7) · Minimum $2,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG KMCO CoInvestment LP | [2013-03-19] | 6.6 M | 0.0 M |
| Offered $6,551,807 · Filed 2012-07-11 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $136,339 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG KMCO Investment LP | 2013-03-19 | 0.0 M | |
| PE | ORG Optimation CoInvestment LP | [2013-03-19] | 1.9 M | 0.3 M |
| Offered $1,904,768 · Filed 2012-10-23 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $53,880 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG Optimation Investment LP | [2013-03-19] | 0.8 M | 0.1 M |
| Offered $750,000 · Filed 2012-10-23 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $750,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG CoInvestment Fund I LP | [2012-06-11] | 2.0 M | 0.2 M |
| Offered $2,000,000 · Filed 2011-01-18 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $2,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG GILA Investment LP | [2012-06-11] | 16.7 M | 3.7 M |
| Offered $16,674,011 · Filed 2012-06-07 (D) · Exemption 506 · Minimum $500,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG GPD LP | 2012-06-11 | 0.0 M | |
| PE | ORG NCEP CoInvestment LP | [2012-06-11] | 2.0 M | 0.5 M |
| Offered $2,000,000 · Filed 2010-09-09 (D) · Exemption 506 · Minimum $2,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG Opportunity Fund I LP | [2012-06-11] | 16.2 M | 0.9 M |
| Offered $16,250,000 · Filed 2011-01-18 (D) · Exemption 506, 3(c), 3(c)(1) · Minimum $250,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | ORG Roundtable CoInvestment LP | [2012-06-11] | 2.6 M | 0.6 M |
| Offered $2,600,000 · Filed 2010-09-09 (D) · Exemption 506 · Minimum $2,600,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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. |
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