{
  "crd_number": 130198,
  "slug": "org-portfolio-management-llc-beachwood-oh-130198",
  "primary_business_name": "ORG PORTFOLIO MANAGEMENT LLC",
  "legal_name": "ORG PORTFOLIO MANAGEMENT LLC",
  "dbas": [],
  "city": "Beachwood",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17410",
  "metro": {
    "cbsa_code": "17410",
    "common_name": "Cleveland",
    "msa_name": "Cleveland, OH",
    "path": "/advisors/oh/cleveland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2004-02-20",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 6380281928.0,
  "raum_discretionary": 872881532.0,
  "raum_non_discretionary": 5507400396.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 22,
  "advisory_employees": 15,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 590065538.0,
      "count": null,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 4277241983.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 563530401.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 393026865.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 556417141.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OH"
  ],
  "websites": [
    "https://linkedin.com/company/orgpm",
    "https://orgpm.com",
    "https://orgrealproperty.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130198",
  "city_as_filed": "BEACHWOOD",
  "url": "https://advisorcensus.com/firm/org-portfolio-management-llc-beachwood-oh-130198",
  "display_name": "ORG Portfolio Management LLC",
  "summary": "ORG Portfolio Management LLC is an SEC-registered investment advisory firm in Beachwood, OH, registered since 2004, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. ORG Portfolio Management LLC (CRD 130198): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is ORG Portfolio Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), ORG Portfolio Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees; other."
    },
    {
      "q": "Where is ORG Portfolio Management LLC located?",
      "a": "ORG Portfolio Management LLC's principal office is in Beachwood, OH, according to its Form ADV."
    },
    {
      "q": "Is ORG Portfolio Management LLC registered with the SEC or a state?",
      "a": "ORG Portfolio Management LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 130198."
    },
    {
      "q": "How much does ORG Portfolio Management LLC manage?",
      "a": "ORG Portfolio Management LLC reports $6,380,281,928 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (14% discretionary)."
    },
    {
      "q": "How have ORG Portfolio Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for ORG Portfolio Management LLC: Regulatory assets under management: $12,147,116,221 in the October 2021 data and $6,380,281,928 in the October 2026 data, down 47%. Total employees: 13 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does ORG Portfolio Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5); pension and profit sharing plans (but not the plan participants or government pension plans) (5)."
    },
    {
      "q": "Which custodians does ORG Portfolio Management LLC use?",
      "a": "ORG Portfolio Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust Corporation and The Bank of New York Mellon Corporation as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does ORG Portfolio Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130198"
    },
    {
      "q": "Does ORG Portfolio Management LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"ORG does not have a standard minimum account size.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 12147116221.0,
      "total_employees": 13,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 4428557251.0,
      "total_employees": 18,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 4017744868.0,
      "total_employees": 19,
      "filing_date": "2023-09-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 5838163109.0,
      "total_employees": 22,
      "filing_date": "2024-06-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 5976218391.0,
      "total_employees": 23,
      "filing_date": "2025-06-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 6380281928.0,
      "total_employees": 22,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "ORG does not have a standard minimum account size."
        ]
      }
    ],
    "quotes": [
      "ORG does not have a standard minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Northern Trust Corporation",
      "name_as_filed": "NORTHERN TRUST CORPORATION",
      "affiliated": false
    },
    {
      "name": "The Bank of New York Mellon Corporation",
      "name_as_filed": "THE BANK OF NEW YORK MELLON CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/org-portfolio-management-llc-beachwood-oh-130198.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 393026865.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 556417141.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 563530401.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 590065538.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": true,
      "raum": 4277241983.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/130198",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}