Sign in
Create a free account
ORG PORTFOLIO MANAGEMENT LLC
BEACHWOOD, OH
216-468-0055
SEC #801-62718Total AUM
$6.4B
Employees
22Clients
13Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3201 ENTERPRISE PARKWAY
SUITE 150
BEACHWOOD
OH 44122
United States
SUITE 150
BEACHWOOD
OH 44122
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
216-468-0055
Other Offices
4
Financials
Total AUM
$6.4B
Accounts
22Discretionary
$872.9M
Accounts
9Non-Discretionary
$5.5B
Accounts
13
Clients
HNW Individual Clients
1AUM
$393M
Pooled Vehicle Clients
5AUM
$556.4M
Pension/Profit Sharing Plan Clients
5AUM
$563.5M
Charitable Organization Clients
1AUM
$590.1M
Insurance Company Clients
1AUM
$4.3B
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
INDEPENDENT FIDUCIARY SERVICE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PER-PROJECT FEE
Compliance
Disclosures
None reported
State Registrations
OH
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.