DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Org Portfolio Management LLC
Latest filing Mar 30, 2026
First filing on the tape Mar 28, 2012 · 24 filings
SEC status approved since Feb 20, 2004
RAUM
$6.4B
reported, Item 5.F
Discretionary
14%
of RAUM
Private clients
6.2%
$393M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
22
15 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
5
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$6.4B as of Mar 30, 2026
Mar 28, 2012$3.0B then
HNW client RAUM$393M as of Mar 30, 2026
Mar 28, 2024$328M then
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 28, 20120 then
Employees (5.A)22 as of Mar 30, 2026
Mar 28, 201312 then
Private funds5 as of Mar 30, 2026
Mar 28, 20141 then
RAUM +7.8% over the last fiscal year+17% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $290MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 14%derivedof RAUM
- Institutional
- 85%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +7.8%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, hourly, fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consulting, selection of other advisers, otherreportedItem 5.G
- Custody
- $554M, 4 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Insurance companies$4.3B67%
- Charitable organizations$590M9.2%
- Pension and profit-sharing plans$564M8.8%
- Pooled investment vehicles$556M8.7%
- High-net-worth individuals$393M6.2%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 5reported
- Charitable clients
- n/areported
- Accounts
- 22reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $554M for 4 clientsreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=0.06 fund_share=0.09 institutional_share=0.85 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Org Az Secondary Opportunity Fund, L.P. | Other Private Fund | $272M | 2 | Mar 28, 2014 |
| Org Az Opportunity Fund II, L.P. | Other Private Fund | $123M | 2 | Mar 30, 2021 |
| Org Az Opportunity Fund III, L.P. | Other Private Fund | $0 | 2 | Jun 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Brian Jonathan Berns · Member And Principalcontrolsince 04/2005 · owns 25% to 50%
- Brian Edward Schwartz · Member And Principalcontrolsince 04/2005 · owns 25% to 50%
- Brian Jonathan Berns · Vice President & Shareholdercontrolsince 10/2011 · owns 50% to 75% of Org Portfolio Inc.
- Brian Edward Schwartz · President & Shareholdercontrolsince 10/2011 · owns 50% to 75% of Org Portfolio Inc.
- Jean Barbara Mcdowell · Chief Compliance Officersince 05/2006 · owns less than 5%
Entity owners
- Org Portfolio Inc. · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- Org Az Gp II, LLCinvestment adviserpooled vehicle sponsorn
- Org Az Gp III, LLCinvestment adviserpooled vehicle sponsorn
- Org Az Gp LLCinvestment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Pension plan clients · 6 to 5Jun 26, 2025 to Mar 30, 2026
- Pooled vehicle clients · 4 to 5Jun 26, 2025 to Mar 30, 2026
- Assets in custody · $533M to $554MJun 26, 2025 to Mar 30, 2026
- Employees · 23 to 22Jun 26, 2025 to Mar 30, 2026
- Private funds · 4 to 5Jun 26, 2025 to Mar 30, 2026
- Discretionary RAUM · $854M to $873MJun 26, 2025 to Mar 30, 2026
- HNW RAUM · $359M to $393MJun 26, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $5.1B to $5.5BJun 26, 2025 to Mar 30, 2026
- Pension RAUM · $587M to $564MJun 26, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $533M to $556MJun 26, 2025 to Mar 30, 2026
- RAUM · $6.0B to $6.4BJun 26, 2025 to Mar 30, 2026
- Pension plan clients · 5 to 6Mar 28, 2025 to Jun 26, 2025
- Assets in custody · $516M to $533MMar 28, 2025 to Jun 26, 2025
- Employees · 21 to 23Mar 28, 2025 to Jun 26, 2025
- Financial planning clients · unset to Mar 28, 2025 to Jun 26, 2025
- Discretionary RAUM · $837M to $854MMar 28, 2025 to Jun 26, 2025
- HNW RAUM · $361M to $359MMar 28, 2025 to Jun 26, 2025
- Non-discretionary RAUM · $5.1B to $5.1BMar 28, 2025 to Jun 26, 2025
- Pension RAUM · $592M to $587MMar 28, 2025 to Jun 26, 2025
- Pooled vehicle RAUM · $516M to $533MMar 28, 2025 to Jun 26, 2025
- RAUM · $5.9B to $6.0BMar 28, 2025 to Jun 26, 2025
- Accounts · 23 to 22Jun 28, 2024 to Mar 28, 2025
- Pension plan clients · 6 to 5Jun 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 3 to 4Jun 28, 2024 to Mar 28, 2025
- Assets in custody · $415M to $516MJun 28, 2024 to Mar 28, 2025
- Employees · 22 to 21Jun 28, 2024 to Mar 28, 2025
- Private funds · 3 to 4Jun 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $791M to $837MJun 28, 2024 to Mar 28, 2025
- HNW RAUM · $343M to $361MJun 28, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $5.0B to $5.1BJun 28, 2024 to Mar 28, 2025
- Pension RAUM · $599M to $592MJun 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $465M to $516MJun 28, 2024 to Mar 28, 2025
- RAUM · $5.8B to $5.9BJun 28, 2024 to Mar 28, 2025
- Advisory employees · 13 to 15Mar 28, 2024 to Jun 28, 2024
- Pension plan clients · 7 to 6Mar 28, 2024 to Jun 28, 2024
- Pooled vehicle clients · 2 to 3Mar 28, 2024 to Jun 28, 2024
- Assets in custody · $421M to $415MMar 28, 2024 to Jun 28, 2024
- Employees · 19 to 22Mar 28, 2024 to Jun 28, 2024
- Private funds · 2 to 3Mar 28, 2024 to Jun 28, 2024
- Discretionary RAUM · $747M to $791MMar 28, 2024 to Jun 28, 2024
Signals
2 dated events
- Org Portfolio Management Llc reported RAUM $5.8B, up 43% from $4.0B (2023-09-08 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Org Portfolio Management Llc reported RAUM $4.1B, down 66% from $12.1B (2021-03-30 to 2022-01-28)Jan 28, 2022 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- ORG Portfolio Management LLC · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/orgpmreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ORGPM.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 216-468-0055reportedpublic record, Form ADV, Mar 30, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Org Portfolio Management LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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