Owner Resource Group LLC

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Total AUM ($M) Copy

Type	Form D Funds	Date	Sold ($M)	AUM ($M)
PE	OEF Co-Investment LP	[2023-03-28]	10.0	10.1
PE	ORG Opportunity Fund IV LP	[2023-03-28]	0.0	52.5
PE	ORG BGO CoInvestment LP	[2021-03-26]	10.7	30.2
PE	ORG USME CoInvestment II LP	[2021-03-26]	10.0	15.9
PE	ORG OTR CoInvestment LP	[2020-03-27]	28.9	61.4
PE	ORG USME CoInvestment LP	[2018-03-21]	21.5	0.2
PE	ORG Opportunity Fund III LP	[2017-09-11]	91.8	142.0
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 ($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	521.2
(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	521.2
By Discretionary
Discretionary	10	521.2
Non-Discretionary	0	0.0
Total	10	521.2
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		521.2
Total	10	521.2

Form D Directors	# Filings	# Firms	2011 - 2025
Lee Walker	18
Johnathan Gormin	21
William Burnett	21
Brad Esson	9
Jonathan Gormin	5
Org Gila Investment GP LLC	3
Org Opportunity Fund II GP LLC	2
Org Gila CoInvestment GP LP	2
Org Optimation Investment GP LLC	2
Org Optimation Investment GP LP	2
Org Side Car Fund II GP LP	1
Org Gc CoInvestment II GP LP	1
Org Opportunity Fund I GP LP	1
ORG OTR CoInvestment GP LLC	1
Org Kmco Investment GP LP	1
Esson Brad	1
Org Opportunity Fund II GP LP	1
Org Gc CoInvestment II GP LLC	1
Org Opportunity Fund Management I LLC	1
Org Kmco Investment GP LLC	1
Org Gc CoInvestment GP LLC	1
Org Gc CoInvestment GP LP	1
Org Chem Group CoInvestment GP LLC	1
Burnett William	1
Org Gila Investment GP LP	1
Org Chem Group CoInvestment GP LP	1
Org CoInvestment Fund Management I LLC	1
Org CoInvestment Fund I GP LP	1
ORG USME CoInvestment GP LLC	1
ORG Opportunity Fund III GP LLC	1

Comparable Firms	State	AUM ($B)
4X4 Capital LLC ✚	NY	0.5
Potentum Partners LP ✚		0.5
Rizvi Traverse Management LLC ✚	FL	0.5
Northrim Adviser LLC ✚	AZ	0.5
CM Investment Partners LLC ✚	NY	0.5
PACT Capital LLC ✚	NY	0.5
Equality Asset Management LP ✚	MA	0.5
One Bow River Advisers LLC ✚	CO	0.5
ROG VI LLC ✚	TX	0.5
OFF Road Capital Management LLC ✚	NY	0.5

Assets, Funds, Holdings