ORG Portfolio Management

ORG Portfolio Management is an SEC-registered investment adviser in Beachwood, Ohio, registered since 2004. The firm manages $6.4 billion in assets, with $873...

ORG Portfolio Management

ORG Portfolio Management is an SEC-registered investment adviser in Beachwood, Ohio, registered since 2004. The firm manages $6.4 billion in assets, with $873 million on a discretionary basis. It has 22 employees and 15 investment advisers.

Website

orgrealproperty.com

General information

Firm type

Asset Manager

Year founded

1999

Location

Region

North America

Country

United States

City

Beachwood

Corporate office

Cleveland, OH, United States

Additional offices

New York, NY · Chicago, IL · Falls Church, VA

Principals

Jonathan Berns

Co-Founder

Edward Schwartz

Co-Founder

Sector focus

Real EstatePrivate Credit

How does ORG source proprietary deal flow?

ORG's sourcing advantage stems from its dual role as an active owner-operator and an institutional advisor. The firm's own 41-year track record managing commercial real estate in Northeast Ohio generates local market intelligence that larger, non-operating allocators lack. The construction-management division, which employs transparent pricing to align contractor interests, creates a deal-sourcing channel through development relationships.

Does ORG participate in fund commitments or only direct deals?

ORG engages in both. The firm offers bespoke investment vehicles for direct exposure and, through its advisory arm, conducts manager selection and asset allocation across asset classes. The 2023 expansion added in-house trading capabilities, implying execution across public and private instruments beyond direct real estate.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.