# ORG PARTNERS LLC

ORG PARTNERS LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 312728
- Type: SEC-registered investment adviser
- SEC file number: 801-120444
- Location: 5001 SPRING VALLEY RD, SUITE 810W, DALLAS, TX, 75244
- Phone: 260-469-9173
- Latest filing: 2025-08-27
- Regulatory AUM: $772.6M
- Discretionary AUM: $712.7M
- Non-discretionary AUM: $59.9M
- Clients: 24
- Accounts: 1,747

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Michael Peter Mansur | MEMBER; PRESIDENT | Dallas, TX |
| Clinton Wayne Sorenson | CHIEF INVESTMENT OFFICER; CO-FOUNDER; MEMBER (+1 more) | — |
| Matthew Mark Reynolds | CHIEF COMPLIANCE OFFICER | — |
| Catherine Gaynell Bailey | DIRECTOR OF ADVISOR RELATIONS | — |
| Todd Jeffrey Stewart | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| Dustin David Johnson | CHIEF OPERATING OFFICER | — |
| Justine Marie Kidwell | CHIEF COMPLIANCE OFFICER | — |
| JOHNSON CLARK DAVID | CHIEF OPERATING OFFICER | — |
| SWENDIMAN MATTHEW ASHLEY | CHIEF COMPLIANCE OFFICER | — |
| SORENSON MERLIN CLINTON WAYNE | CO-FOUNDER; MEMBER | — |
| MANSUR MICHAEL PETER | MEMBER; PRESIDENT | — |
| STEWART TODD JEFFREY | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| BAILEY CATHERINE GAYNELL | DIRECTOR OF ADVISOR RELATIONS | — |
| KIDWELL JUSTINE MARIE | CHIEF COMPLIANCE OFFICER | — |
| Kidwell Justine | CHIEF COMPLIANCE OFFICE; CHIEF COMPLIANCE OFFICER | — |


## Branch offices (26)

_Showing 15 of 26 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| BRUNSWICK | OH | 3 | 844-967-8292 |
| BRUNSWICK | OH | 3 | 844-967-8292 |
| OKATIE | SC | 2 | 843-310-2694 |
| SCHAUMBURG | IL | 2 | 847-787-7440 |
| DALLAS | TX | 2 | 8775233980 |
| OKATIE | SC | 2 | 843-310-2694 |
| TORRANCE | CA | 2 | 310-371-5833 |
| SCHAUMBURG | IL | 2 | 847-787-7440 |
| DALLAS | TX | 2 | 8775233980 |
| TORRANCE | CA | 2 | 310-371-5833 |
| GREENVILLE | SC | 1 | 864-382-3600 |
| NEBRASKA CITY | NE | 1 | 402-873-7477 |
| ST. THOMAS | VI | 1 | 340-344-1154 |
| — | — | 1 | 216-577-0916 |
| SEATLLE | WA | 1 | 919-948-4453 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312728/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312728/similar
- Related entities: https://search.stillhousedata.com/firm/312728/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312728

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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.