Asset manager · South SAN Francisco, CA
Orso Partners, LP
SEC-registered investment adviser · CRD 304196 · SEC 801-121939
At a glance
Orso Partners, LP is an SEC-registered investment adviser based in South SAN Francisco, California, with $387 million in regulatory assets under management as of its Form ADV filed March 6, 2026. Its largest client group by assets is corporations or other businesses. By Form ADV it is a asset manager, ranked 1,811th of 3,218 asset managers and 8,948th of 17,210 SEC-registered advisers by assets.
Main office 415-801-4620As filed on Form ADV
- Regulatory AUM
- $387M
- Rank among asset managers
- #1,811 of 3,218
- Rank among all SEC RIAs
- #8,948 of 17,210
- Rank in California
- #1,036 of 1,873
- Clients
- 1
- Accounts
- 1
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Nathan L. KoppikarPortfolio Manager / Limited Partner
- Robert J. MorelliChief Financial Officer / Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 1 | $387M | 100% |
Disciplinary disclosures
Orso Partners, LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Orso Partners, LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 972 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Orso Partners, LP manage?
Orso Partners, LP reports $387 million in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 6, 2026.
What kind of firm is Orso Partners, LP?
Orso Partners, LP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Orso Partners, LP’s clients?
By assets, its largest client types are corporations or other businesses ($387 million, 1 clients).
Does Orso Partners, LP have any disciplinary history?
Orso Partners, LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Orso Partners, LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-06), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →