# ORG Portfolio Management

ORG Portfolio Management is an Asset Manager based in Beachwood, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Beachwood, United States
- **Region:** North America
- **Address:** Cleveland, OH, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** orgrealproperty.com

## Regulatory record

- **CRD number:** 130198
- **SEC file number:** 801-62718
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130198

## About

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.

## Sectors

- Real Estate
- Private Credit

## Offices

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

## People

- Jonathan Berns — Co-Founder
- Edward Schwartz — Co-Founder

## Questions

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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