Orso Partners, LP
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
FINTRXOverview
Orso Partners, LP is a limited partnership registered with the SEC in 2021 that operates as an institutional registered investment adviser. The firm’s stated advisory activity is portfolio management for businesses and other institutional clients. It charges a combination of asset-based fees and performance-linked fees, and it does not present itself as a capital allocator or an active ESG investor. Orso is organized under domestic ownership and manages institutional mandates rather than retail household relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents79%
- Exchange Traded Equities19%
- Derivatives2%
Owners & executives
1 of 1Robert Morelli
Chief Financial Officer & Chief Compliance OfficerCRD 4757374
Contacts
2 of 2
Scott Matagrano
InvestorCRD 2889423
Nathan Koppikar
Portfolio ManagerCRD 5162273
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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