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.
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SEC-registered adviser
O•••• R••••••• P••••••• ••••• L•
Latest filing May 14, 2026
First filing on the tape Feb 14, 2012 · 43 filings
SEC status approved since May 9, 2012
RAUM
$7.9B
reported, Item 5.F
Discretionary
92%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
59
18 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
14
reported on Schedule D
History
43 filings and snapshots on the tape
RAUM$7.9B as of May 14, 2026
Apr 1, 2013$1.7B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 14, 2026
Apr 1, 20130 then
Employees (5.A)59 as of May 14, 2026
Apr 1, 201315 then
Private funds14 as of May 14, 2026
Apr 1, 20132 then
RAUM +6.0% over the last fiscal year+4.9% a year over threeIARs 0 to 0offices 1 to 2
Practice profile
derived from the filing of May 14, 2026; every figure names its basis
- 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
- $316MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 92%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.0%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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- 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
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$7.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 25reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true 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
23 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O•••• M••• F•••••• F••• I•• L• | Private Equity Fund | $2.4B | 69 | Sep 6, 2019 |
| O•••• M••• F•••••• F••• I• L• | Private Equity Fund | $1.8B | 65 | Mar 30, 2016 |
| O•••• M•••••• R•••••• F••• L• | Private Equity Fund | $760M | 17 | Jul 26, 2018 |
| O•••• M••• F•••••• F••• I• L• | Private Equity Fund | $493M | 49 | Oct 17, 2023 |
| O•••• M••• F•••••• ••••••• F••• I•• L• | Private Equity Fund | $448M | 21 | Mar 31, 2014 |
| O•••• M••• F•••••• C•••••• I•• L• | Private Equity Fund | $430M | 17 | Sep 6, 2019 |
| O•••• M••• F•••••• C•••••• I• L• | Private Equity Fund | $410M | 52 | Mar 30, 2018 |
| O•••• M••• F•••••• ••••••• F••• I• L• | Private Equity Fund | $404M | 51 | Feb 14, 2012 |
| O•••• C••••••••• F••• L•no longer reported | Hedge Fund | $259M | 2 | Nov 5, 2015 |
| O•••• M••• F•••••• ••••••••• F••• I• L• | Private Equity Fund | $251M | 42 | Oct 17, 2023 |
| O•• F••• I• ••• L•no longer reported | Other Private Fund | $99.9M | 2 | Mar 30, 2018 |
| O•••• M••• F•••••• C•••••• I• L• | Private Equity Fund | $50.0M | 1 | Oct 17, 2023 |
| O•••• M••• F•••••• •••••••• F••• I• L• | Private Equity Fund | $50.0M | 2 | Oct 17, 2023 |
| O•• S•••• I• L• | Private Equity Fund | $40.0M | 2 | Mar 31, 2023 |
| O•• C•••••• I• L• | Other Private Fund | $30.5M | 5 | Mar 31, 2021 |
| O•••• I••••••••• V••••••• F••• I• L• | Venture Capital Fund | $25.0M | 5 | Mar 28, 2024 |
| O•••• C••••••••• I• L••no longer reported | Other Private Fund | $18.6M | 7 | Mar 31, 2015 |
| O•••• C••••••••• I• L• | Other Private Fund | $2.3M | 2 | Mar 30, 2016 |
| O•••• C••••••••• I• ••••••• L••no longer reported | Other Private Fund | $1.5M | 8 | Mar 31, 2015 |
| O•••• C••••••••• I•• L•no longer reported | Other Private Fund | $648,056 | 3 | Mar 30, 2016 |
| O•••• C••••••••• I• L•no longer reported | Other Private Fund | $356,445 | 6 | Mar 30, 2016 |
| O•••• A••••••••• T•••••• F••• L•no longer reported | Hedge Fund | $212,986 | 2 | Nov 5, 2015 |
| O•••• C••••••••• I• •••••••• L••no longer reported | Other Private Fund | $10,244 | 3 | Mar 31, 2015 |
Owners and control persons
Schedule A and B, latest filing
- F•••••• J••••••• S•••• · Chief Financial Officercontrolsince 07/2017 · owns less than 5%
- G••••••• R••••••• A••••• · Chief Compliance Officercontrolsince 10/2015 · owns less than 5%
- L••••••••• O••••• P••• · Chief Executive Officercontrolsince 06/2005 · owns less than 5%
- L••••••••• E••••••• M••• O• · Trusteecontrolsince 12/2012 · owns F of T•• L••••••• T••••
- L••••••••• O••••• P••• · Sole Membercontrolsince 12/2005 · owns 75% or more of O•••• R••••••• P••••••• G• L••
Entity owners
- O•••• R••••••• P••••••• G• L•• · General Partnerdirect · owns less than 5%
- O•••• R••••••• P••••••• L• · Limited Partnerdirect · owns 75% or more
- O•••• R••••••• P••••••• G• L•• · General Partnerindirect · owns F of O•••• R••••••• P••••••• L•
- T•• L••••••• T•••• · Limited Partnerindirect · owns 75% or more of O•••• R••••••• P••••••• L•
- U• T•••• C•••••• O• D••••••• · Trusteeindirect · owns F of T•• L••••••• T••••
Related persons
Schedule D 7.A
- O•••• C••••••••• M••••••••• L•banky
- O•••• R••••••• P••••••• •••• P•• L••investment advisern
- O•••• R••••••• P••••••• ••• L••investment advisern
Offices
Schedule D 1.F, the 25 largest
- Littleton, CO4 employees
What changed
consecutive filings, newest first
- Advisory employees · 22 to 18Mar 28, 2025 to Mar 31, 2026
- Employees · 55 to 59Mar 28, 2025 to Mar 31, 2026
- Other offices · 1 to 2Mar 28, 2025 to Mar 31, 2026
- Private funds · 13 to 14Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $6.9B to $7.3BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $7.5B to $7.9BMar 28, 2025 to Mar 31, 2026
- RAUM · $7.5B to $7.9BMar 28, 2025 to Mar 31, 2026
- Accounts · 24 to 25Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 18 to 22Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 24 to 25Mar 28, 2024 to Mar 28, 2025
- Employees · 56 to 55Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $7.4B to $6.9BMar 28, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $0 to $600MMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $7.4B to $7.5BMar 28, 2024 to Mar 28, 2025
- RAUM · $7.4B to $7.5BMar 28, 2024 to Mar 28, 2025
- Accounts · 22 to 24Jan 29, 2024 to Mar 28, 2024
- Advisory employees · 15 to 18Jan 29, 2024 to Mar 28, 2024
- Pooled vehicle clients · 18 to 24Jan 29, 2024 to Mar 28, 2024
- Employees · 51 to 56Jan 29, 2024 to Mar 28, 2024
- Private funds · 14 to 13Jan 29, 2024 to Mar 28, 2024
- Discretionary RAUM · $7.1B to $7.4BJan 29, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $7.1B to $7.4BJan 29, 2024 to Mar 28, 2024
- RAUM · $7.1B to $7.4BJan 29, 2024 to Mar 28, 2024
- Accounts · 18 to 22Oct 4, 2023 to Oct 17, 2023
- Private funds · 10 to 14Oct 4, 2023 to Oct 17, 2023
- Discretionary RAUM · $6.9B to $7.1BJul 27, 2023 to Sep 28, 2023
- Pooled vehicle RAUM · $6.9B to $7.1BJul 27, 2023 to Sep 28, 2023
- RAUM · $6.9B to $7.1BJul 27, 2023 to Sep 28, 2023
- Accounts · 17 to 18Jun 10, 2022 to Mar 31, 2023
- Advisory employees · 12 to 15Jun 10, 2022 to Mar 31, 2023
- Pooled vehicle clients · 17 to 18Jun 10, 2022 to Mar 31, 2023
- Employees · 45 to 51Jun 10, 2022 to Mar 31, 2023
- Private funds · 9 to 10Jun 10, 2022 to Mar 31, 2023
- Discretionary RAUM · $7.0B to $6.9BJun 10, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $7.0B to $6.9BJun 10, 2022 to Mar 31, 2023
- RAUM · $7.0B to $6.9BJun 10, 2022 to Mar 31, 2023
- Accounts · 20 to 17Nov 18, 2021 to Mar 30, 2022
- Advisory employees · 16 to 12Nov 18, 2021 to Mar 30, 2022
- Pooled vehicle clients · 20 to 17Nov 18, 2021 to Mar 30, 2022
Signals
4 dated events
- Limor Nissan (Chief Operating Officer) no longer on Schedule A of O•••• R••••••• P••••••• ••••• L• (listed 2023-10-17, absent 2024-01-29)Jan 29, 2024 · Control person left · inference
- Mary O Eleanor Lewnowski (Trustee) appeared on Schedule A of O•••• R••••••• P••••••• ••••• L•Jun 10, 2022 · Control person joined · fact
- O•••• R••••••• P••••••• ••••• L• reported RAUM $7.0B, up 44% from $4.9B (2021-11-18 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- O•••• R••••••• P••••••• ••••• L• reported RAUM $4.1B, up 32% from $3.1B (2017-04-26 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- O•••• R••••••• P••••••• ••••• L• · Independent Sponsorsshared crd · capital_provider
- O•••• R••••••• P••••••• ••••• L• · Private Equityshared crd · organization
- O•••• R••••••• P••••••• ••••• L• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/orion-resource-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- O••••RP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-596-3511reportedpublic record, Form ADV, May 14, 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
- Asset manager (funds and pooled vehicles)deriveda 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