Investment adviser · CRD 164028

OWNER RESOURCE GROUP, LLC

Investment adviser filing (IA)

AUSTIN, TX, United States · Form ADV filed Apr 24, 2026

Regulatory AUM
$511M
Form ADV · Item 5.F
Client accounts
10
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
16
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles10$511,101,948100.0%
Filing source

Form ADV 2095935 · Apr 24, 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

25 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 OPPORTUNITY FUND III, LPPrivate Equity Fund · Last reported Apr 24, 2026$138MGross asset value

Form D fundraising filings

ORG Opportunity Fund III, L.P.

Fund administrator STANDISH MANAGEMENT, LLC AUSTIN, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FRAZIER & DEETER, LLC TAMPA, Florida, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SNTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FRAZIER & DEETER, LLC
PCAOB 215

Fund details & source
Fund ID
805-7405857800
Reported beneficial owners
31
Minimum commitment
$100K
Form D file number
021-284377

Form ADV 2095935 · Apr 24, 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 OPPORTUNITY FUND IV, LPPrivate Equity Fund · Last reported Apr 24, 2026$107MGross asset value

Form D fundraising filings

ORG Opportunity Fund IV, L.P.

Fund administrator STANDISH MANAGEMENT, LLC AUSTIN, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FRAZIER & DEETER, LLC TAMPA, Florida, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FRAZIER & DEETER, LLC
PCAOB 215

Fund details & source
Fund ID
805-6226325392
Reported beneficial owners
35
Minimum commitment
$500K
Form D file number
021-436363

Form ADV 2095935 · Apr 24, 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 OTR COINVESTMENT, LPPrivate Equity Fund · Last reported Apr 24, 2026$63.1MGross asset value

Form D fundraising filings

ORG OTR Coinvestment LP

Fund administrator STANDISH MANAGEMENT, LLC AUSTIN, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FRAZIER & DEETER, LLC TAMPA, Florida, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FRAZIER & DEETER, LLC
PCAOB 215

Fund details & source
Fund ID
805-9002290951
Reported beneficial owners
23
Minimum commitment
$1.5K
Form D file number
021-340439

Form ADV 2095935 · Apr 24, 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 BGO COINVESTMENT, LPPrivate Equity Fund · Last reported Apr 24, 2026$25.4MGross asset value

Form D fundraising filings

ORG BGO Coinvestment LP

Fund administrator STANDISH MANAGEMENT, LLC AUSTIN, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FRAZIER & DEETER, LLC TAMPA, Florida, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FRAZIER & DEETER, LLC
PCAOB 215

Fund details & source
Fund ID
805-6370878394
Reported beneficial owners
8
Minimum commitment
$5K
Form D file number
021-383006

Form ADV 2095935 · Apr 24, 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 USME COINVESTMENT II, LPPrivate Equity Fund · Last reported Apr 24, 2026$16.7MGross asset value

Form D fundraising filings

ORG USME Coinvestment II LP

Fund administrator STANDISH MANAGEMENT, LLC AUSTIN, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FRAZIER & DEETER, LLC TAMPA, Florida, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FRAZIER & DEETER, LLC
PCAOB 215

Fund details & source
Fund ID
805-6658418481
Reported beneficial owners
12
Minimum commitment
$14.3K
Form D file number
021-381638

Form ADV 2095935 · Apr 24, 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.

OEF CO-INVESTMENT, LPPrivate Equity Fund · Last reported Apr 24, 2026$10.7MGross asset value

Form D fundraising filings

OEF Co-Investment L.P.

Fund administrator STANDISH MANAGEMENT, LLC AUSTIN, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FRAZIER & DEETER, LLC TAMPA, Florida, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FRAZIER & DEETER, LLC
PCAOB 215

Fund details & source
Fund ID
805-4599020032
Reported beneficial owners
12
Minimum commitment
$3.33K
Form D file number
021-444249

Form ADV 2095935 · Apr 24, 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 CHEM GROUP COINVESTMENT, LPPrivate Equity Fund · Last reported Apr 24, 2026$3.14MGross asset value

Form D fundraising filings

ORG CHEM Group Coinvestment, LP

Fund administrator STANDISH MANAGEMENT, LLC AUSTIN, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor FRAZIER & DEETER, LLC TAMPA, Florida, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FRAZIER & DEETER, LLC
PCAOB 215

Fund details & source
Fund ID
805-7707051126
Reported beneficial owners
21
Minimum commitment
$17.4K
Form D file number
021-209969

Form ADV 2095935 · Apr 24, 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: Apr 24, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

1111 W 6TH STREET, BLDG A SUITE 300
AUSTIN, TX, 78703, United States

CRD 164028

Filing source

Form ADV 2095935 · Apr 24, 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.