Investment adviser · CRD 130198

ORG PORTFOLIO MANAGEMENT LLC

Investment adviser filing (IA)

BEACHWOOD, OH, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $6.38B
Client accounts: 22
Employees: 22
Advisory professionals: 15

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Insurance companies	Fewer than 5	$4,277,241,983	67.0%
Charities	Fewer than 5	$590,065,538	9.2%
Retirement plans	5	$563,530,401	8.8%
Pooled investment vehicles	5	$556,417,141	8.7%
High-net-worth individuals	Fewer than 5	$393,026,865	6.2%

Filing source

Form ADV 2065787 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

ORG AZ SECONDARY OPPORTUNITY FUND, L.P.Other Private Fund · Last reported Mar 30, 2026$308MGross asset value

Auditor COHEN & COMPANY, LTD YOUNGSTOWN, Ohio, United States

Custodian KEY BANK, NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

COHEN & COMPANY, LTD
PCAOB 925

Fund details & source

Fund ID: 805-5327527544
Reported beneficial owners: 2
Minimum commitment: $40M

Form ADV 2065787 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ORG AZ OPPORTUNITY FUND II, L.P.-INITIAL SERIESOther Private Fund · Last reported Mar 30, 2026$134MGross asset value

Auditor COHEN & COMPANY, LTD YOUNGSTOWN, Ohio, United States

Custodian KEY BANK, NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

COHEN & COMPANY, LTD
PCAOB 925

Fund details & source

Fund ID: 805-9483219455
Reported beneficial owners: 2
Minimum commitment: $100M

Form ADV 2065787 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ORG AZ OPPORTUNITY FUND III, L.P.Other Private Fund · Last reported Mar 30, 2026$65.1MGross asset value

Auditor COHEN & COMPANY, LTD YOUNGSTOWN, Ohio, United States

Custodian KEY BANK, NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

COHEN & COMPANY, LTD
PCAOB 925

Fund details & source

Fund ID: 805-4288296262
Reported beneficial owners: 2
Minimum commitment: $50M

Form ADV 2065787 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ORG AZ OPPORTUNITY FUND II, L.P.-SERIES BOther Private Fund · Last reported Mar 30, 2026$46.9MGross asset value

Auditor COHEN & COMPANY, LTD YOUNGSTOWN, Ohio, United States

Custodian KEY BANK, NATIONAL ASSOCIATION CLEVELAND, Ohio, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

COHEN & COMPANY, LTD
PCAOB 925

Fund details & source

Fund ID: 805-6864037031
Reported beneficial owners: 2
Minimum commitment: $100M

Form ADV 2065787 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FOOTBALL AND TECHNOLOGY FUND II, L.P.Other Private Fund · Last reported Mar 30, 2026$800KGross asset value

Fund administrator CARTA INVESTOR SERVICES, INC. SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian SAFRA NATIONAL BANK OF NEW YORK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-7326426740
Reported beneficial owners: 2
Minimum commitment: $100K

Form ADV 2065787 · Mar 30, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

3201 ENTERPRISE PARKWAY, SUITE 150
BEACHWOOD, OH, 44122, United States

CRD 130198

Filing source

Form ADV 2065787 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.