ORG PORTFOLIO MANAGEMENT LLC of BEACHWOOD, OH is an SEC-registered investment adviser (CRD 130198). Regulatory assets under management: $6.4B.
Compensation: % of AUM, Hourly, Fixed, Performance, Other.
Clients served: High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Edward Brian Schwartz | MEMBER AND PRINCIPAL; PRESIDENT & SHAREHOLDER | — |
| Jonathan Brian Berns | MEMBER AND PRINCIPAL; VICE PRESIDENT & SHAREHOLDER | — |
| Barbara Jean Mcdowell | CHIEF COMPLIANCE OFFICER | — |
| SCHWARTZ EDWARD BRIAN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MEMBER (+3 more) | — |
| BERNS JONATHAN BRIAN | MANAGING MEMBER; MEMBER; MEMBER AND PRINCIPAL (+2 more) | — |
| GRUBER STEVEN JEFFERY | MEMBER; MEMBER AND PRINCIPAL | — |
| MCDOWELL BARBARA JEAN | CHIEF COMPLIANCE OFFICER | — |
| MUENCZ JEFFREY J | CHIEF COMPLIANCE OFFICER | — |
| CARMEN FRED NEIL | GENERAL COUNSEL | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| ORG AZ SECONDARY OPPORTUNITY FUND, L.P. | Other Private Fund | Ohio | 2 | $307.6M | $40.0M |
| ORG AZ OPPORTUNITY FUND II, L.P.-INITIAL SERIES | Other Private Fund | Ohio | 2 | $133.6M | $100.0M |
| ORG AZ OPPORTUNITY FUND III, L.P. | Other Private Fund | Ohio | 2 | $65.1M | $50.0M |
| ORG AZ OPPORTUNITY FUND II, L.P.-SERIES B | Other Private Fund | Ohio | 2 | $46.9M | $100.0M |
| FOOTBALL AND TECHNOLOGY FUND II, L.P. | Other Private Fund | Delaware | 2 | $800K | $100K |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 614-537-4887 |
| — | — | 1 | 216-910-9071 |
| — | — | 1 | 216-910-9071 |
| — | — | 1 | 2169109070 |
| — | — | 1 | 614-537-4887 |
| — | — | 1 | 216-910-9071 |
| — | — | 1 | 216-910-9071 |
| — | — | 1 | 2169109070 |