What ORG does

ORG Portfolio Management LLC is a Cleveland-based Registered Investment Adviser founded in 1983 that operates as a multi-disciplinary investment and real estate platform serving institutional and high net worth clients globally. The firm provides five core service lines: Investment Management (bespoke investment vehicles across asset classes and geographies), Advisory Services (full-service investment consulting for institutional and HNW investors), Qualified Professional Asset Management (QPAM status for ERISA plan asset management), Construction Management, and Property Management. As of February 2024, ORG expanded into discretionary OCIO and full-service investment consulting with the addition of Principal David Morton, a former Goldman Sachs Asset Management Lead Portfolio Manager and founding partner of Rocaton Investment Advisors.

ORG's operating model is anchored by direct ownership of more than 1.1 million square feet of commercial real estate concentrated in northeast Ohio (Warrensville Heights, Mayfield Heights, Beachwood, Bedford Heights, Lyndhurst, Solon, Willoughby, Brecksville, Glenwillow, Madison, Medina, and Streetsboro), encompassing 19 named properties including suburban office parks, retail centers, and multifamily assets. In conjunction with this owned portfolio, the firm has managed more than 4.5 million square feet of real estate assets spanning suburban offices, medical offices, ambulatory surgery centers, research facilities, and industrial, retail, and residential properties.

Revenue is generated through five streams: recurring investment management fees on AUM, advisory and consulting fees (typically subscription/recurring), QPAM-related asset management fees, property management and rental income from the owned CRE portfolio (managed services), and construction management fees (professional services). Distribution is relationship-driven, with senior relationship managers targeting pensions, foundations, insurance companies, family offices, HNW individuals, and retirement plan sponsors through direct field sales. The firm also engages Presidio Commercial Real Estate Specialists as a channel partner for leasing operations on the owned portfolio, and co-invested alongside Nuveen Real Estate and Blackstone Innovations Investments in the Cove proptech platform in July 2024. Thought leadership is distributed through the ORG Insights research platform (annual US Real Estate Outlook reports 2023-2026 plus sector-specific analyses) and the Ed Talk event series.

Name

ORG

Legal name

ORG Portfolio Management LLC

Website

https://orgpm.com

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

11–50 employees

Short description

ORG Portfolio Management LLC is a Cleveland-based Registered Investment Adviser founded in 1983 providing investment management, OCIO/advisory, QPAM, and property management services to institutional and high net worth clients, anchored by direct ownership of 1.1M+ sq ft of northeast Ohio commercial real estate.

Ownership category

akta.pro rank

Product category

Investment Advisory and Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531), Investors, Nec (6799)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industries

Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Investment management services
• Investment advisory
• Asset management QPAM
• Commercial property management
• Construction management services

Headquarters

HQ city

Cleveland

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales

Revenue model

1. Investment Management Fees: ORG offers bespoke investment vehicles tailored to clients' portfolio objectives investing across cycles, asset classes and geographies. Revenue is generated through management fees on assets under management.
2. Advisory Services Fees: ORG provides full-service investment advisory to institutional and high net worth investors with customized client solutions, generating fees for consulting, market analysis, performance reporting, asset class and investment manager due diligence, and risk assessment.
3. Qualified Professional Asset Management (QPAM): ORG serves as a QPAM managing plan assets for retirement plans under ERISA rules, providing fiduciary-level asset management with over 41 years of hands-on experience in ownership and management of real estate assets.
4. Property Management Revenue: ORG owns and operates commercial real estate properties totaling more than 1.1 million square feet in northeast Ohio, generating rental income and property management fees.
5. Construction Management Services: ORG provides construction management services aligning interests of landlords, tenants and subcontractors, with transparent pricing and competitive bidding for property improvement and development projects.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

ORG Portfolio Management LLC is a Registered Investment Adviser that provides investment management, investment advisory, Qualified Professional Asset Management (QPAM), construction management, and property management services to institutional investors, retirement plan sponsors, and high net worth individuals. The firm also directly owns and operates more than 1.1 million square feet of commercial real estate in northeast Ohio and has expanded into full-service investment consulting and OCIO services.

Product overview

ORG Portfolio Management LLC offers a comprehensive suite of investment services for institutional clients worldwide. The firm operates as a unified platform combining Investment Management, Advisory Services, Qualified Professional Asset Management (QPAM), Construction Management, Property Management, and Research capabilities. As a Registered Investment Adviser under the Investment Advisers Act of 1940, ORG provides bespoke investment vehicles tailored to client portfolio objectives, full-service advisory solutions for institutional and high net worth investors, and direct ownership/operation of over 1.1 million square feet of commercial real estate in northeast Ohio. The firm also offers Form ADV regulatory compliance documents and recently expanded to include full-service investment consulting and OCIO services.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Bespoke investment vehicles tailored to clients' portfolio objectives investing in best-ideas across cycles, asset classes and geographies, leveraging extensive market insights, targeted deal sourcing, and proprietary investment opportunities with thorough underwriting and due diligence.
• Advisory Services Full-service investment advisory to institutional and high net worth investors providing customized client solutions, market research, due diligence, portfolio analysis, and strategic planning.
• Qualified Professional Asset Management (QPAM) Asset management for direct real estate exposure with over 41 years of hands-on experience, managing more than 4.5 million square feet including suburban offices, medical offices, ambulatory surgery centers, research facilities, and industrial, retail and residential assets under ERISA-compliant QPAM status.
• Construction Management Construction management aligning interests of landlords, tenants and subcontractors, delivering high-quality, on-time projects through competitive bidding, efficient project management, and transparent pricing with trusted industry relationships.
• Property Management Owns and operates more than 1.1 million square feet of commercial real estate in northeast Ohio, providing end-to-end property management with on-site personnel, timely repair and maintenance, and in-house construction management.
• Full-Service Investment Consulting and OCIO Services Full-service investment consulting and outsourced chief investment officer (OCIO) services led by David Morton, encompassing market analysis, performance reporting, asset class and investment manager due diligence, risk assessment, strategic planning and in-house trading capabilities.

Quantifiable outcome

• ORG manages more than 4.5 million square feet of real estate assets across suburban offices, medical offices, ambulatory surgery centers, research facilities and industrial, retail and residential assets.
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Presidio Commercial Real Estate SpecialistscoreChannel Partner/ Reseller/ DistributorPresidio Commercial Real Estate Specialists handles all leasing information and tenant engagement for ORG's commercial real estate portfolio in northeast Ohio. Leasing contacts include Rocco DiPuccio and David Horowitz. This channel partnership enables ORG to efficiently manage its 1.1 million+ square feet of commercial real estate leasing operations.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Heitman: Real estate investment management firm offering direct property investing and advisory services to institutional clients. Comparable in real assets focus, institutional client base and operator-investor dual model.
• Meketa Investment Group: Mid-to-large institutional investment consulting and OCIO firm serving public pensions, endowments and foundations. Closely matches ORG's positioning as a focused investment advisor pursuing OCIO mandates from institutional clients.
• Rocaton Investment Advisors: Institutional investment consulting and OCIO firm where ORG's new OCIO lead David Morton was a founding partner. Directly comparable in target clients (pensions, endowments, foundations), multi-asset advisory approach, and OCIO service model.
• Hammond Hanlon Camp LLC: Boutique real estate and capital markets advisory firm providing investment advisory, capital placement and asset management to institutional real estate owners. Closely comparable in size and institutional real estate advisory focus.

Broad incumbents

• Mercer Investment Consulting: Global investment consulting and OCIO division of Marsh & McLennan serving institutional asset owners with multi-asset advisory, OCIO and manager research. Directly competes for the same pension, endowment and foundation mandates ORG targets, with vastly greater scale.
• Cambridge Associates: Large investment advisor and OCIO provider to endowments, foundations and pensions. Comparable OCIO/investment consulting offering with overlapping institutional client base and multi-asset capabilities.
• Principal Real Estate Investors: Large-scale institutional real estate investment manager offering direct property and advisory mandates to pensions and insurers. Comparable in institutional real estate advisory and QPAM-eligible activity.
• JLL (Jones Lang LaSalle) Capital Markets: Global commercial real estate services and investment management platform. Overlaps with ORG's property management, construction management and real estate investment advisory services for institutional owners.
• Aon Investments: Global investment consulting and OCIO arm of Aon plc providing advisory, manager research and OCIO solutions to institutional investors. Competes for the same mandates across the institutional client spectrum.

Emerging players

• StepStone Group: Specialist in private markets including real assets, providing advisory, OCIO and co-investment solutions to institutional investors. Comparable to ORG in serving institutional clients with real assets exposure and bespoke investment vehicles.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/org-portfolio-management

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ORG