ORG PARTNERS LLC
Legal name: ORG PARTNERS
CRD #312728 SEC #801-120444 DALLAS, TX 260-469-9173
SEC Registered
Total AUM
$772.6M
Discretionary
$712.7M
Employees
24
Clients
25
Accounts
1,747
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $772.6M | $712.7M | $59.9M | 24 | 0 |
| Jun 2025 | $772.6M | $712.7M | $59.9M | 24 | 0 |
| Apr 2025 | $772.6M | $712.7M | $59.9M | 24 | 0 |
| Apr 2025 | $772.6M | $712.7M | $59.9M | 24 | 0 |
| Feb 2025 | $983.9M | $962.4M | $21.6M | 22 | 0 |
| Oct 2024 | $983.9M | $962.4M | $21.6M | 22 | 0 |
| Sep 2024 | $983.9M | $962.4M | $21.6M | 22 | 0 |
| Aug 2024 | $983.9M | $962.4M | $21.6M | 22 | 0 |
| Aug 2024 | $983.9M | $962.4M | $21.6M | 22 | 0 |
| Apr 2024 | $983.9M | $962.4M | $21.6M | 22 | 0 |
| Apr 2024 | $983.9M | $962.4M | $21.6M | 22 | 0 |
| Mar 2024 | $983.9M | $962.4M | $21.6M | 22 | 0 |
| Jan 2024 | $895M | $872.7M | $22.2M | 22 | 0 |
| Sep 2023 | $895M | $872.7M | $22.2M | 22 | 0 |
| Aug 2023 | $895M | $872.7M | $22.2M | 22 | 0 |
| May 2023 | $895M | $872.7M | $22.2M | 22 | 0 |
| Mar 2023 | $895M | $872.7M | $22.2M | 22 | 0 |
| Jan 2023 | $1.1B | $513M | $539.9M | 23 | 0 |
| Jan 2023 | $1.1B | $513M | $539.9M | 23 | 0 |
| Dec 2022 | $1.1B | $513M | $539.9M | 23 | 0 |
| Jul 2022 | $455.3M | $455.3M | $0 | 23 | 0 |
| May 2022 | $455.3M | $455.3M | $0 | 23 | 0 |
| Mar 2022 | $455.3M | $455.3M | $0 | 23 | 0 |
| Mar 2022 | $455.3M | $455.3M | $0 | 23 | 0 |
| Mar 2022 | $455.3M | $455.3M | $0 | 23 | 0 |
| Oct 2021 | $455.3M | $455.3M | $0 | 23 | 0 |
| Oct 2021 | $455.3M | $455.3M | $0 | 23 | 0 |
| Sep 2021 | $455.3M | $455.3M | $0 | 22 | 0 |
| Aug 2021 | $455.3M | $455.3M | $0 | 22 | 0 |
| Aug 2021 | $455.3M | $455.3M | $0 | 20 | 0 |
DateAug 2025
Total AUM$772.6M
Discretionary$712.7M
Non-Disc.$59.9M
Employees24
Clients0
DateJun 2025
Total AUM$772.6M
Discretionary$712.7M
Non-Disc.$59.9M
Employees24
Clients0
DateApr 2025
Total AUM$772.6M
Discretionary$712.7M
Non-Disc.$59.9M
Employees24
Clients0
DateApr 2025
Total AUM$772.6M
Discretionary$712.7M
Non-Disc.$59.9M
Employees24
Clients0
DateFeb 2025
Total AUM$983.9M
Discretionary$962.4M
Non-Disc.$21.6M
Employees22
Clients0
DateOct 2024
Total AUM$983.9M
Discretionary$962.4M
Non-Disc.$21.6M
Employees22
Clients0
DateSep 2024
Total AUM$983.9M
Discretionary$962.4M
Non-Disc.$21.6M
Employees22
Clients0
DateAug 2024
Total AUM$983.9M
Discretionary$962.4M
Non-Disc.$21.6M
Employees22
Clients0
DateAug 2024
Total AUM$983.9M
Discretionary$962.4M
Non-Disc.$21.6M
Employees22
Clients0
DateApr 2024
Total AUM$983.9M
Discretionary$962.4M
Non-Disc.$21.6M
Employees22
Clients0
DateApr 2024
Total AUM$983.9M
Discretionary$962.4M
Non-Disc.$21.6M
Employees22
Clients0
DateMar 2024
Total AUM$983.9M
Discretionary$962.4M
Non-Disc.$21.6M
Employees22
Clients0
DateJan 2024
Total AUM$895M
Discretionary$872.7M
Non-Disc.$22.2M
Employees22
Clients0
DateSep 2023
Total AUM$895M
Discretionary$872.7M
Non-Disc.$22.2M
Employees22
Clients0
DateAug 2023
Total AUM$895M
Discretionary$872.7M
Non-Disc.$22.2M
Employees22
Clients0
DateMay 2023
Total AUM$895M
Discretionary$872.7M
Non-Disc.$22.2M
Employees22
Clients0
DateMar 2023
Total AUM$895M
Discretionary$872.7M
Non-Disc.$22.2M
Employees22
Clients0
DateJan 2023
Total AUM$1.1B
Discretionary$513M
Non-Disc.$539.9M
Employees23
Clients0
DateJan 2023
Total AUM$1.1B
Discretionary$513M
Non-Disc.$539.9M
Employees23
Clients0
DateDec 2022
Total AUM$1.1B
Discretionary$513M
Non-Disc.$539.9M
Employees23
Clients0
DateJul 2022
Total AUM$455.3M
Discretionary$455.3M
Non-Disc.$0
Employees23
Clients0
DateMay 2022
Total AUM$455.3M
Discretionary$455.3M
Non-Disc.$0
Employees23
Clients0
DateMar 2022
Total AUM$455.3M
Discretionary$455.3M
Non-Disc.$0
Employees23
Clients0
DateMar 2022
Total AUM$455.3M
Discretionary$455.3M
Non-Disc.$0
Employees23
Clients0
DateMar 2022
Total AUM$455.3M
Discretionary$455.3M
Non-Disc.$0
Employees23
Clients0
DateOct 2021
Total AUM$455.3M
Discretionary$455.3M
Non-Disc.$0
Employees23
Clients0
DateOct 2021
Total AUM$455.3M
Discretionary$455.3M
Non-Disc.$0
Employees23
Clients0
DateSep 2021
Total AUM$455.3M
Discretionary$455.3M
Non-Disc.$0
Employees22
Clients0
DateAug 2021
Total AUM$455.3M
Discretionary$455.3M
Non-Disc.$0
Employees22
Clients0
DateAug 2021
Total AUM$455.3M
Discretionary$455.3M
Non-Disc.$0
Employees20
Clients0