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ORG PORTFOLIO MANAGEMENT LLC
CRD 130198File 801-62718
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.