ORG PORTFOLIO MANAGEMENT LLC
SEC RegisteredUncovering value. Building relationships. Delivering results.
About the firm
ORG is a consultant, advisor, and investment manager offering comprehensive investment solutions with a global perspective and commitment to tailored services. The firm leverages in-depth analysis, conservative underwriting, and rigorous research to develop strategies that drive results. ORG currently owns and operates more than 1.1 million square feet of commercial real estate located in northeast Ohio.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, advisory services, qualified professional asset management, construction management, and property management.
Who they serve
Institutional and high net worth investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 5 | $556M |
| Charitable Organizations | 5 | $564M |
2 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
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.