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 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
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 2SCOTT 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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