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ORG PORTFOLIO MANAGEMENT LLC
CRD 130198File 801-62718
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.38B
Top 25% of cohort (national)
Discretionary AUM
$872.9M
Non-discretionary $5.51B
Clients
10
22 accounts
Employees
22
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 20, 2004
- Principal office
- 3201 ENTERPRISE PARKWAY, SUITE 150, BEACHWOOD, OH, 44122
- Phone
- 216-468-0055
- Website
- HTTPS://WWW.ORGPM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.38B
- Discretionary AUM
- $872.9M
- Non-discretionary AUM
- $5.51B
- Discretionary accounts
- 9
- Non-discretionary accounts
- 13
- Total accounts
- 22
- AUM per client
- $638.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $4.28B |
| Charitable organizations | Fewer than 5 | $590.1M |
| High net worth individuals | Fewer than 5 | $393.0M |
| Pooled investment vehicles | 5 | $556.4M |
| Pension and profit sharing plans | 5 | $563.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PER-PROJECT FEE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 23 | 22 | decreased by1 |
| Apr 1, 2026 | AUM | $5,976,218,391 | $6,380,281,928 | increased by$404,063,537 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 21 | 23 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 9 | 10 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $5,918,958,676 | $5,976,218,391 | increased by$57,259,715 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 21 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 12 | 9 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,428,557,251 | $5,918,958,676 | increased by$1,490,401,425 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13 | 22 | increased by9 |
| Apr 1, 2022 | AUM | $4,145,179,639 | $4,428,557,251 | increased by$283,377,612 |
| Feb 1, 2022 | Employees | 13 | 18 | increased by5 |
| Feb 1, 2022 | AUM | $12,147,116,221 | $4,145,179,639 | decreased by$8,001,936,582 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ORG PORTFOLIO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ORG PORTFOLIO” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.