Org Portfolio Management LLC

ORG Portfolio Management LLC, established in 2004, offers discretionary and non-discretionary investment advisory services to institutional and non-institutional clients across various asset classes, including real estate, natural resources, and infrastructure investments. The firm manages assets for public and private pension plans, foundations, charitable organizations, individuals, and family trusts. ORG's services include investment strategy development, portfolio management, due diligence, asset allocation, and real estate consulting. The firm's fees are negotiated with each client and may include fixed annual fees, asset-based fees, performance-based fees, or project-based fees. ORG may charge fees for services separately and bills on a quarterly basis. The firm may receive performance-based compensation based on realized gains. ORG does not have a standard minimum account size and provides services to institutional and non-institutional clients. The firm's investment strategies involve a mix of quantitative and qualitative analysis, and it tailors services based on client needs and objectives. ORG does not engage in principal transactions and does not have custody of client assets. The firm has a Code of Ethics in place and does not compensate individuals for client referrals. ORG does not have any disciplinary events to report and has no financial condition impairing its ability to meet client commitments.