Sign in Sign up for free

Org Holdings, Limited (Beachwood)


Org Holdings, Limited is a large advisory firm based in Beachwood. It manages $1.6 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2004.




Org Holdings, Limited provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Org Holdings, Limited: assets under management

The assets under management (AUM) of Org Holdings, Limited is $1.6 billion. The firm's AUM has grown by 152% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $950 million in discretionary accounts and $650 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $316.67 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $325 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Org Holdings, Limited for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Beachwood

The principal office where Org Holdings, Limited performs its advisory services is located at 3733 Park East Drive, Beachwood, OH 44122, which is also the mailing address of the firm. An additional office of the firm is in San Antonio, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 216-468-0055 or by fax 216-468-0054. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


Registered investment advisers similar to Org Holdings, Limited