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ORG PORTFOLIO MANAGEMENT LLC

SEC Form ADV profile.

Total regulatory AUM
$6,380,281,928
Discretionary
$872,881,532
Non-discretionary
$5,507,400,396

Firm details

CRD number
130198
SEC file number
801-62718
Main office
BEACHWOOD, OH, United States
Employees
22
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Performance-based Other

As of October 2026.