ORG PORTFOLIO MANAGEMENT LLC
CRD #130198 SEC #801-62718 BEACHWOOD, OH 216-468-0055
SEC Registered Private Funds
Total AUM
$6B
Discretionary
$853.8M
Employees
23
Clients
--
Accounts
22
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $6B | $853.8M | $5.1B | 23 | 1 |
| Mar 2025 | $5.9B | $837.3M | $5.1B | 21 | 1 |
| Jun 2024 | $5.8B | $791.2M | $5B | 22 | 0 |
| Mar 2024 | $5.8B | $747.2M | $5B | 19 | 0 |
| Sep 2023 | $4B | $1.2B | $2.8B | 19 | 0 |
| Mar 2023 | $4B | $1.2B | $2.8B | 18 | 0 |
| Nov 2022 | $4.4B | $986M | $3.4B | 18 | 1 |
| Mar 2022 | $4.4B | $986M | $3.4B | 18 | 1 |
| Jan 2022 | $4.1B | $830.6M | $3.3B | 18 | 1 |
| Mar 2021 | $12.1B | $668.2M | $11.5B | 13 | 0 |
| Mar 2020 | $11.1B | $526.7M | $10.6B | 14 | 0 |
| Oct 2019 | $9.9B | $449.5M | $9.5B | 16 | 0 |
| Mar 2019 | $9.9B | $449.5M | $9.5B | 16 | 0 |
| Mar 2018 | $10.7B | $433.6M | $10.3B | 12 | 0 |
| Mar 2017 | $10.7B | $468.4M | $10.3B | 14 | 1 |
| Mar 2016 | $10B | $432.7M | $9.6B | 13 | 1 |
| Sep 2015 | $4.3B | $356.8M | $3.9B | 13 | 1 |
| Mar 2015 | $4.3B | $356.8M | $3.9B | 13 | 1 |
| Jul 2014 | $4.6B | $366.5M | $4.3B | 11 | 1 |
| Mar 2014 | $4.6B | $366.5M | $4.3B | 11 | 1 |
| Apr 2013 | $3.4B | $311.2M | $3.1B | 12 | 1 |
| Mar 2013 | $3.4B | $311.2M | $3.1B | 12 | 1 |
| Mar 2012 | $3B | $127.4M | $2.9B | 11 | 1 |
| Jul 2011 | $2.4B | $312.1M | $2.1B | -- | -- |
| Jul 2011 | $2.4B | $312.1M | $2.1B | -- | -- |
| Mar 2011 | $2.4B | $312.1M | $2.1B | -- | -- |
| Oct 2010 | $1.4B | $142.8M | $1.3B | -- | -- |
| Sep 2010 | $1.4B | $142.8M | $1.3B | -- | -- |
| Apr 2010 | $1.4B | $142.8M | $1.3B | -- | -- |
| Mar 2009 | $859.3M | $183.7M | $675.6M | 10 | -- |
| Mar 2008 | $389.4M | $72.5M | $316.9M | 10 | -- |
| Mar 2007 | $1.4B | $1.2B | $184M | 10 | -- |
| Jan 2004 | $350M | $0 | $350M | -- | -- |
DateJun 2025
Total AUM$6B
Discretionary$853.8M
Non-Disc.$5.1B
Employees23
Clients1
DateMar 2025
Total AUM$5.9B
Discretionary$837.3M
Non-Disc.$5.1B
Employees21
Clients1
DateJun 2024
Total AUM$5.8B
Discretionary$791.2M
Non-Disc.$5B
Employees22
Clients0
DateMar 2024
Total AUM$5.8B
Discretionary$747.2M
Non-Disc.$5B
Employees19
Clients0
DateSep 2023
Total AUM$4B
Discretionary$1.2B
Non-Disc.$2.8B
Employees19
Clients0
DateMar 2023
Total AUM$4B
Discretionary$1.2B
Non-Disc.$2.8B
Employees18
Clients0
DateNov 2022
Total AUM$4.4B
Discretionary$986M
Non-Disc.$3.4B
Employees18
Clients1
DateMar 2022
Total AUM$4.4B
Discretionary$986M
Non-Disc.$3.4B
Employees18
Clients1
DateJan 2022
Total AUM$4.1B
Discretionary$830.6M
Non-Disc.$3.3B
Employees18
Clients1
DateMar 2021
Total AUM$12.1B
Discretionary$668.2M
Non-Disc.$11.5B
Employees13
Clients0
DateMar 2020
Total AUM$11.1B
Discretionary$526.7M
Non-Disc.$10.6B
Employees14
Clients0
DateOct 2019
Total AUM$9.9B
Discretionary$449.5M
Non-Disc.$9.5B
Employees16
Clients0
DateMar 2019
Total AUM$9.9B
Discretionary$449.5M
Non-Disc.$9.5B
Employees16
Clients0
DateMar 2018
Total AUM$10.7B
Discretionary$433.6M
Non-Disc.$10.3B
Employees12
Clients0
DateMar 2017
Total AUM$10.7B
Discretionary$468.4M
Non-Disc.$10.3B
Employees14
Clients1
DateMar 2016
Total AUM$10B
Discretionary$432.7M
Non-Disc.$9.6B
Employees13
Clients1
DateSep 2015
Total AUM$4.3B
Discretionary$356.8M
Non-Disc.$3.9B
Employees13
Clients1
DateMar 2015
Total AUM$4.3B
Discretionary$356.8M
Non-Disc.$3.9B
Employees13
Clients1
DateJul 2014
Total AUM$4.6B
Discretionary$366.5M
Non-Disc.$4.3B
Employees11
Clients1
DateMar 2014
Total AUM$4.6B
Discretionary$366.5M
Non-Disc.$4.3B
Employees11
Clients1
DateApr 2013
Total AUM$3.4B
Discretionary$311.2M
Non-Disc.$3.1B
Employees12
Clients1
DateMar 2013
Total AUM$3.4B
Discretionary$311.2M
Non-Disc.$3.1B
Employees12
Clients1
DateMar 2012
Total AUM$3B
Discretionary$127.4M
Non-Disc.$2.9B
Employees11
Clients1
DateJul 2011
Total AUM$2.4B
Discretionary$312.1M
Non-Disc.$2.1B
Employees--
Clients--
DateJul 2011
Total AUM$2.4B
Discretionary$312.1M
Non-Disc.$2.1B
Employees--
Clients--
DateMar 2011
Total AUM$2.4B
Discretionary$312.1M
Non-Disc.$2.1B
Employees--
Clients--
DateOct 2010
Total AUM$1.4B
Discretionary$142.8M
Non-Disc.$1.3B
Employees--
Clients--
DateSep 2010
Total AUM$1.4B
Discretionary$142.8M
Non-Disc.$1.3B
Employees--
Clients--
DateApr 2010
Total AUM$1.4B
Discretionary$142.8M
Non-Disc.$1.3B
Employees--
Clients--
DateMar 2009
Total AUM$859.3M
Discretionary$183.7M
Non-Disc.$675.6M
Employees10
Clients--
DateMar 2008
Total AUM$389.4M
Discretionary$72.5M
Non-Disc.$316.9M
Employees10
Clients--
DateMar 2007
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$184M
Employees10
Clients--
DateJan 2004
Total AUM$350M
Discretionary$0
Non-Disc.$350M
Employees--
Clients--