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RIA / WealthPrivate fundother private fund3(c)(1)3(c)(7)fund of funds

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

advised by ORG PORTFOLIO MANAGEMENT LLC

Ohio, United States

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Search this name across graphsid dfx:ria:b9218a57-da80-11ad-4053-9a332a45bb43

Data as of Jun 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 28, 2014 to Jun 28, 2024
18 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

ORG Az Secondary Opportunity Fund, L.P.

same private fund, same ADV fund id · confidence 100% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: ORG PORTFOLIO MANAGEMENT LLCCRD 130198
Fund type: REAL ESTATE AND OTHER INVESTMENT OPPORTUNITIES
Latest reported GAV: $272Mgross asset value on Schedule D 7.B(1), as of 2024-06-28; never fund size
Peak reported GAV: $373M
Beneficial owners: 2
Minimum investment: $40.0M
Owned by the adviser: 100%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: no
Organised in: Ohio, United States
First reported: Mar 28, 2014
Last reported: Jun 28, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 18
Fund id: 805-5327527544

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jun 28, 2024	$272M	2	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.
Mar 28, 2024	$373M	2	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.
Sep 8, 2023	$237M	2	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.
Mar 30, 2023	$237M	2	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.
Nov 10, 2022	$238M	2	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.
Mar 30, 2022	$238M	2	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.
Jan 28, 2022	$237M	2	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.
Mar 30, 2021	$277M	2	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.
Mar 30, 2020	$229M	1	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.
Oct 7, 2019	$217M	1	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.
Mar 29, 2019	$217M	1	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.
Mar 29, 2018	$167M	1	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.
Mar 30, 2017	$210M	1	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.
Mar 28, 2016	$234M	1	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.
Sep 4, 2015	$122M	1	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.
Mar 27, 2015	$122M	1	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.
Jul 31, 2014	$134M	1	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.
Mar 28, 2014	$134M	1	$40.0M	100.0%	yes	ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
KEY BANK, NATIONAL ASSOCIATION	KEY BANK, NATIONAL ASSOCIATION	Cleveland	Ohio	United States	no	n/a

Relationships

Advises (1)

← ORG PORTFOLIO MANAGEMENT LLCRegistered adviserOther Private Fund, IA
Mar 28, 2014 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b9218a57-da80-11ad-4053-9a332a45bb43
First observed: Mar 28, 2014
Last observed: Jun 28, 2024 27 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

advised by ORG PORTFOLIO MANAGEMENT LLC

Ohio, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b9218a57-da80-11ad-4053-9a332a45bb43

Data as of Jun 28, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:16 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Jun 28, 2024

$272M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Mar 28, 2024

$373M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Sep 8, 2023

$237M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Mar 30, 2023

$237M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Nov 10, 2022

$238M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Mar 30, 2022

$238M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Jan 28, 2022

$237M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Mar 30, 2021

$277M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Mar 30, 2020

$229M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Oct 7, 2019

$217M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Mar 29, 2019

$217M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Mar 29, 2018

$167M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Mar 30, 2017

$210M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Mar 28, 2016

$234M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Sep 4, 2015

$122M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Mar 27, 2015

$122M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Jul 31, 2014

$134M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Mar 28, 2014

$134M

$40.0M

100.0%

yes

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

KEY BANK, NATIONAL ASSOCIATION

Cleveland

Ohio

United States

n/a