| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Org Az Secondary Opportunity Fund, L.P. | Other Private | $320.7M | $40M |
| Org Az Opportunity Fund II, L.p.-Initial Series | Other Private | $132.4M | $100M |
| Org Az Opportunity Fund III, L.P. | Other Private | $47.2M | $50M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Jean McDowell | Chief Compliance Officer | Under 5% | 2006 |
| Edward Brian Schwartz Control | Member And Principal | 25-50% | 2005 |
| Jonathan Brian Berns Control | Member And Principal | 25-50% | 2005 |
Org Portfolio Management LLC reports $6 billion in regulatory assets under management on its Form ADV.
Org Portfolio Management LLC manages 4 private funds with combined gross assets of $520.3 million.
Org Portfolio Management LLC reports 23 employees.
Org Portfolio Management LLC is based in Beachwood, OH and has been SEC-registered since 2004.
Org Portfolio Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3201 Enterprise Parkway, Suite 150, Beachwood, OH 44122 |
| Phone | 216-468-0055 |
| Fax | 216-468-0054 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $853.8M |
| Non-discretionary | $5.12B |
| Total (RAUM) | $5.98B |