# ORG PORTFOLIO MANAGEMENT LLC

ORG PORTFOLIO MANAGEMENT LLC of BEACHWOOD, OH is an SEC-registered investment adviser.

## Registration

- CRD: 130198
- Type: SEC-registered investment adviser
- SEC file number: 801-62718
- Location: 3201 ENTERPRISE PARKWAY, SUITE 150, BEACHWOOD, OH, 44122
- Phone: 216-468-0055
- Latest filing: 2026-03-30
- Regulatory AUM: $6.4B
- Discretionary AUM: $872.9M
- Non-discretionary AUM: $5.5B
- Clients: 22
- Accounts: 22

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance, Other
- Clients served: High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| [Edward Brian Schwartz](https://search.stillhousedata.com/person/706217) | MEMBER AND PRINCIPAL; PRESIDENT & SHAREHOLDER | — |
| [Jonathan Brian Berns](https://search.stillhousedata.com/person/706218) | MEMBER AND PRINCIPAL; VICE PRESIDENT & SHAREHOLDER | — |
| [Barbara Jean Mcdowell](https://search.stillhousedata.com/person/706219) | CHIEF COMPLIANCE OFFICER | — |
| [SCHWARTZ EDWARD BRIAN](https://search.stillhousedata.com/person/755263) | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MEMBER (+3 more) | — |
| [BERNS JONATHAN BRIAN](https://search.stillhousedata.com/person/755264) | MANAGING MEMBER; MEMBER; MEMBER AND PRINCIPAL (+2 more) | — |
| [GRUBER STEVEN JEFFERY](https://search.stillhousedata.com/person/755265) | MEMBER; MEMBER AND PRINCIPAL | — |
| [MCDOWELL BARBARA JEAN](https://search.stillhousedata.com/person/755266) | CHIEF COMPLIANCE OFFICER | — |
| [MUENCZ JEFFREY J](https://search.stillhousedata.com/person/797974) | CHIEF COMPLIANCE OFFICER | — |
| [CARMEN FRED NEIL](https://search.stillhousedata.com/person/814615) | GENERAL COUNSEL | — |


## Private funds (5)

| Fund | Type | Formed | Owners | GAV | 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 |


## Branch offices (8)

| 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 |


## Fund service providers (1)

- administrator: CARTA INVESTOR SERVICES, INC.

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/130198/brochure
- Similar advisers: https://search.stillhousedata.com/firm/130198/similar
- Related entities: https://search.stillhousedata.com/firm/130198/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/130198

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.