Org Portfolio Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beachwood, OH. Its latest Form ADV filing, dated March 30, 2026, reports $6.4B in regulatory assets under management, 22 employees, 4 offices, and 22 accounts.
Assets Under Management
$6.4B
Employees
22
Offices
4 offices
Total Clients
10
Primary office
BEACHWOOD, OH
3201 ENTERPRISE PARKWAY, SUITE 150, BEACHWOOD, OH, United States
Top client segmentPooled Investment Vehicles represent 50.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
50.0%
5
2
Pension Plans
50.0%
5
Categories with <5 clients
Charitable Organizations<5 clients
High net worth individuals (HNWI)<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.4Bas of March 30, 2026
Discretionary13.7%
$873M
14% of total RAUM13.7%
Non-discretionary86.3%
$5.5B
86% of total RAUM86.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.4B
Total Accounts22
10Y AUM Change$-4.4B (-40.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee0:1
10Y Employee Change+8 (+57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.