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Member and Principal · ORG Portfolio Management LLC

Jonathan B. Berns

CRD 4749181 · Named on Form ADV at one SEC-registered adviser

At a glance

ORG Portfolio Management LLC, an SEC-registered asset manager based in Beachwood, OH with $6.4 billion in regulatory assets, lists Jonathan B. Berns on its Form ADV as Member and Principal, a control person.

Firms and roles

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.