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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 26, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNS, JONATHAN, BRIAN | I | PRINCIPAL | NA | Control |
| BERNS, JONATHAN, BRIAN | I | PRINCIPAL | NA | Control |
| BERNS, JONATHAN, BRIAN | I | PRINCIPAL | NA | Control |
| BERNS, JONATHAN, BRIAN | I | PRINCIPAL | NA | Control |
| BERNS, JONATHAN, BRIAN | I | PRINCIPAL | NA | Control |
| BERNS, JONATHAN, BRIAN | I | PRINCIPAL | NA | Control |
| CARMEN, FRED, NEIL | I | GENERAL COUNSEL | NA | |
| CARMEN, FRED, NEIL | I | GENERAL COUNSEL | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCDOWELL, BARBARA, JEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHWARTZ, EDWARD, BRIAN | I | PRINCIPAL | NA | Control |
| SCHWARTZ, EDWARD, BRIAN | I | PRINCIPAL | NA | Control |
| SCHWARTZ, EDWARD, BRIAN | I | PRINCIPAL | NA | Control |
| SCHWARTZ, EDWARD, BRIAN | I | PRINCIPAL | NA | Control |
| SCHWARTZ, EDWARD, BRIAN | I | PRINCIPAL | NA | Control |
| SCHWARTZ, EDWARD, BRIAN | I | PRINCIPAL | NA | Control |
| GRUBER, STEVEN, JEFFERY | I | MEMBER | D | Control |
| GRUBER, STEVEN, JEFFERY | I | MEMBER AND PRINCIPAL | D | Control |
| GRUBER, STEVEN, JEFFERY | I | MEMBER | D | Control |
| GRUBER, STEVEN, JEFFERY | I | MEMBER AND PRINCIPAL | D | Control |
| GRUBER, STEVEN, JEFFERY | I | MEMBER AND PRINCIPAL | D | Control |
| GRUBER, STEVEN, JEFFERY | I | MEMBER AND PRINCIPAL | D | Control |
| GRUBER, STEVEN, JEFFERY | I | MEMBER | D | Control |
| GRUBER, STEVEN, JEFFERY | I | MEMBER AND PRINCIPAL | D | Control |
| GRUBER, STEVEN, JEFFERY | I | MEMBER AND PRINCIPAL | D | Control |
| ORG HOLDINGS, LIMITED | DE | MEMBER | D | Control |
| ORG HOLDINGS, LIMITED | DE | MEMBER | D | Control |
| ORG HOLDINGS, LIMITED | DE | MEMBER | D | Control |
| ORG HOLDINGS, LIMITED | DE | MEMBER | D | Control |
| ORG HOLDINGS, LIMITED | DE | MEMBER | D | Control |
| ORG HOLDINGS, LIMITED | DE | MEMBER | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MANAGING MEMBER | D | Control |
| BERNS, JONATHAN, BRIAN | I | MANAGING MEMBER | C | Control |
| BERNS, JONATHAN, BRIAN | I | MANAGING MEMBER | C | Control |
| BERNS, JONATHAN, BRIAN | I | MANAGING MEMBER | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| BERNS, JONATHAN, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MANAGING MEMBER | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MANAGING MEMBER | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MANAGING MEMBER | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| SCHWARTZ, EDWARD, BRIAN | I | MEMBER AND PRINCIPAL | C | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
| ORG PORTFOLIO INC. | DE | MEMBER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BERNS, JONATHAN, BRIAN | I | ORG HOLDINGS, LIMITED | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG HOLDINGS, LIMITED | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG HOLDINGS, LIMITED | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG HOLDINGS, LIMITED | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG HOLDINGS, LIMITED | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG HOLDINGS, LIMITED | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| BERNS, JONATHAN, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG HOLDINGS, LIMITED | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG HOLDINGS, LIMITED | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG HOLDINGS, LIMITED | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG HOLDINGS, LIMITED | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG HOLDINGS, LIMITED | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG HOLDINGS, LIMITED | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
| SCHWARTZ, EDWARD, BRIAN | I | ORG PORTFOLIO INC. | D | Control |
Registrations
Federal
IA
Jun 26, 2025 REGISTERED
Notice Filings (5)
CA OH OR PA TX
Address
3201 ENTERPRISE PARKWAYSUITE 150
BEACHWOOD, OH 44122
United States
Phone: 216-468-0055