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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: Ohio / Indiana HQ: Beachwood, OH

Org Portfolio Management

$0.9B Total AUM · Institutional LP profile covering 16 historical fund disclosure records ($56.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Growth Equity, Real Estate, Infrastructure (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
16
5 Open Source Trails Below
Sum of Disclosed Rows
$56.2M
Total AUM: $0.9B
Median Disclosed Amount
$3.7M
Range: $2.0M – $5.0M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/16)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Org Portfolio Management

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 16 total tracked records (+11 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Arsenal Capital Fund VAdviser 7.B Vehicle Buyout 2025
$4.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Crown Small Cap Real Estate Fund II-T, LPAdviser 7.B Vehicle Real Estate 2025
$3.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Apollo Financial Credit Investments Fund II, LPAdviser 7.B Vehicle Private Credit 2025
$3.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
The Veritas Capital Fund IX, L.P.Adviser 7.B Vehicle Buyout 2024
$4.2M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Strategic Partners Infrastructure III LPAdviser 7.B Vehicle Infrastructure 2024
$3.7M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Org Portfolio Management

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Org Portfolio Management (OCIO / Wealth RIA, $0.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 14.0% vs. 13.7% Actual; $2.6M Unallocated Target Bandwidth). SEC Form ADV (801-62718, CRD #130198) verified $0.87B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-05-23

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Org Portfolio Management

478 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Org Portfolio Management (16 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 4 Shared Vehicles

Wisconsin Investment Board (SWIB)

Public Pension Plan Minnesota / Wisconsin
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
PROVIDENCE STRATEGIC GROWTH III (2025 Vintage)
Org Portfolio Management: $3.5M · SEC Form ADV 7.B
Wisconsin Investment Board (SWIB): $100.0M (Holding / Fair Value) · CAFR / Board Packet (69fc6d 740c9666622748458d7bfadfa005f5d5, p.248)

Additional shared vehicles: Providence Strategic Growth Europe (2021 Vintage) · MERIT MEZZANINE FUND V (2020 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 4 Shared Vehicles

Jasper Ridge Partners

Family Office / MFO US National / Multi-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Providence Strat Growth V (2023 Vintage)
Org Portfolio Management: $3.0M · SEC Form ADV 7.B
Jasper Ridge Partners: $45.8M · SEC Form ADV 7.B

Additional shared vehicles: PROVIDENCE STRATEGIC GROWTH III (2025 Vintage) · Providence Strategic Growth Europe (2021 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 4 Shared Vehicles

Calumet Coeur d'Alene Fitzgerald Industrial Consolidated Master Retirement Trust

Corporate Pension Plan Ohio / Indiana
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Providence Strategic Growth Europe (2021 Vintage)
Org Portfolio Management: $2.2M · SEC Form ADV 7.B
Calumet Coeur d'Alene Fitzgerald Industrial Consolidated Master Retirement Trust: $16.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: PROVIDENCE STRATEGIC GROWTH III (2025 Vintage) · Providence Strat Growth V (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+475 Additional Institutional LPs Report Shared Vehicles with Org Portfolio Management

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Org Portfolio Management

You are viewing 5 open public preview records (out of 16 total tracked records for Org Portfolio Management) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 16 tracked historical disclosure records (+11 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (478 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Org Portfolio Management

Buyout LPs →Private Credit LPs →Growth Equity LPs →Real Estate LPs →Infrastructure LPs →

Frequently Asked Questions: Org Portfolio Management

What type of institutional allocator is Org Portfolio Management and what is their typical disclosed ticket size?

Org Portfolio Management is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: Ohio / Indiana; Headquarters: Beachwood, OH). Across 16 historical disclosure records tracked on Prilago ($56.2M total parsed USD across disclosed rows), the median disclosed amount is $3.7M (range: $2.0M to $5.0M).

Which private-market strategies appear in Org Portfolio Management's public disclosures?

Org Portfolio Management has disclosed records across Buyout, Private Credit, Growth Equity, Real Estate, Infrastructure. Open preview records include Arsenal Capital Fund V (2025 Vintage), Crown Small Cap Real Estate Fund II-T, LP (2025 Vintage), Apollo Financial Credit Investments Fund II, LP (2025 Vintage), The Veritas Capital Fund IX, L.P. (2024 Vintage).

How are Org Portfolio Management's historical records substantiated and separated from active searches on Prilago?

Records for Org Portfolio Management cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Org Portfolio Management's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/org-portfolio-management or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Org Portfolio Management?

In Prilago's bilateral commitment graph, Org Portfolio Management shares resolved underlying fund vehicles with 478 institutional LPs across 16 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Wisconsin Investment Board (SWIB) (4 shared vehicles, e.g. PROVIDENCE STRATEGIC GROWTH III (2025 Vintage)), Jasper Ridge Partners (4 shared vehicles, e.g. Providence Strat Growth V (2023 Vintage)), Calumet Coeur d'Alene Fitzgerald Industrial Consolidated Master Retirement Trust (4 shared vehicles, e.g. Providence Strategic Growth Europe (2021 Vintage)).

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