ORSO PARTNERS, LP

RIASEC RegisteredEst. 2021
Total AUM
$387M
Discretionary
$387M
100% of AUM
Avg account
$387M
Accounts
1
Employees
3
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
304196
Registered since
July 30, 2021
Website
aum13f.com
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Orso Partners, LP is a small, institutionally focused investment adviser organized as a limited partnership and registered with the SEC in 2021. The firm provides discretionary portfolio management services to institutional clients, operating under a fee model that combines a percentage-of-assets charge with performance-based fees. Filings indicate a strong emphasis on liquidity management: a large portion of assets are held in cash and cash equivalents, suggesting the firm prioritizes capital preservation and ready deployment of capital when investment opportunities arise. Orso Partners, LP is not positioned as an ESG-focused manager and does not report multi-state advisory activity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 79%, Exchange Traded Equities 19%, Derivatives 2%79%
  • Cash & Cash Equivalents79%
  • Exchange Traded Equities19%
  • Derivatives2%

Owners & executives

1 of 1
  • ROBERT MORELLI

    Chief Financial Officer & Chief Compliance OfficerCRD 4757374

Contacts

2 of 2
  • SCOTT MATAGRANO

    InvestorCRD 2889423

  • NATHAN KOPPIKAR

    Portfolio ManagerCRD 5162273

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN MATEO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
395 Oyster Pt
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth