RIA Intel›Advisers›Texas›ORG PARTNERS LLC

ORG PARTNERS LLC

Advisory

N·DALLAS, TX

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM

$773M

1-Year AUM Growth

-21.5%

3-Year CAGR

+19.3%

Employees

15

Assets Under Management

Total AUM$773M

Discretionary AUM$713M

Non-Discretionary AUM$60M

Discretionary %92.3%

Total Clients718

Team

Total Employees15

Investment Advisers24

Employee Growth (1Y)-6.3%

Filing History

Total Filings on Record35

First FilingFeb 3, 2021

Latest FilingMar 31, 2025

🔒 Full AUM trend chart and 35 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ORG PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.