Wealth Manager
    SEC Registered

    Org Portfolio Management LLC

    Registered investment advisor · Beachwood, Ohio · CRD #130198

    Assets Under Management
    $6.4B
    Client Accounts
    22
    Employees
    22
    CRD Number
    130198
    Registration
    SEC Registered
    Custodian
    Northern Trust Corporation, The Bank Of New York Mellon Corporation

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Org Portfolio Management LLC

    ORG Portfolio Management LLC, based in Cleveland, Ohio, is a SEC-registered investment adviser established in 2004. The firm specializes in global real estate, natural resources, and infrastructure investments, catering to institutional and high-net-worth clients. With a history dating back to 1999, ORG has evolved from ORG Holdings Limited and has built a team with over 100 years of combined experience in the industry. ORG offers a range of services, including investment strategy development,

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Org Portfolio Management LLC

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    Frequently Asked Questions

    What is Org Portfolio Management LLC's AUM?

    Org Portfolio Management LLC reports approximately $6.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Org Portfolio Management LLC headquartered?

    Org Portfolio Management LLC is headquartered in Beachwood, Ohio.

    What is Org Portfolio Management LLC's CRD number?

    Org Portfolio Management LLC's CRD number is 130198. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Org Portfolio Management LLC manage?

    Org Portfolio Management LLC manages approximately 22 client accounts according to its latest SEC filing.

    Is Org Portfolio Management LLC SEC registered?

    Yes, Org Portfolio Management LLC is registered with the SEC as an investment adviser with an approved registration status.

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