OP
ORG PORTFOLIO MANAGEMENT LLC
SEC RegisteredBEACHWOOD, OHhttps://orgrealproperty.com216-468-0055
Assets Under Management
$5B–$25B
Employees
22
Office Locations
5 offices
Total Accounts
22
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 5 | $556M |
| Charitable Organizations | 5 | $564M |
2 total clients reported on Form ADV.
Leadership
Jonathan Brian Berns
VICE PRESIDENT & SHAREHOLDER
Edward Brian Schwartz
MEMBER AND PRINCIPAL
Jonathan Brian Berns
MEMBER AND PRINCIPAL
Edward Brian Schwartz
PRESIDENT & SHAREHOLDER
Org Portfolio Inc.
MEMBER
Office locations
5 offices in 1 state
OH
BEACHWOODHQ
Regulatory & compliance
CRD number
#130198
SEC Number
801-62718
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Performance-based / Other
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
orgrealproperty.comPhone
216-468-0055Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ORG PORTFOLIO MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.