SOUTH SAN FRANCISCO, CACRD 304196Latest ADV March 6, 2026
Orso Partners, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in South San Francisco, CA. Its latest Form ADV filing, dated March 6, 2026, reports $387M in regulatory assets under management, 3 employees, and 1 account.
Assets Under Management
$387M
Employees
3
Offices
--
Total Clients
<5
Primary office
SOUTH SAN FRANCISCO, CA
395 OYSTER POINT, SUITE 511, SOUTH SAN FRANCISCO, CA, United States
Top client segmentCorporations represent 100.0% of total clients.
Top client categories% of clientsClients
1
Corporations
100.0%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$387Mas of March 6, 2026
Discretionary100.0%
$387M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$387M
Total Accounts1
10Y AUM Change+$94M (+32.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee0:1
10Y Employee Change0 (0.0%)
* 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.