Org Portfolio Management LLC

Overview

Org Portfolio Management LLC is an SEC registered investment adviser based in Beachwood, OH, registered since 2004. It reports $6.4B in assets under management across 22 accounts, with 22 employees.

Reported AUM

$6.4B

Discretionary

14%

Accounts

22

Average account

$29M

Employees

22

Registered since

2004

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Other Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 3

• Edward Brian Schwartz Member, Principal CRD 4749186
• Jonathan Brian Berns Member, Principal CRD 4749181
• Barbara Jean McDowell Chief Compliance Officer CRD 5313269

Location

Headquarters

3201 Enterprise Pkwy Ste 150
Beachwood, OH 44122

County

Cuyahoga

Metro area

Cleveland-Elyria, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 1 jurisdiction
• Website: orgrealproperty.com

Every state, with registration dates

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