OWNER RESOURCE GROUP, LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 164028
- Registered since
- April 11, 2014
- Website
- www.orgroup.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Owner Resource Group, LLC is structured as a private equity manager that provides portfolio management for pooled investment vehicles and serves institutional clients. The firm is SEC-registered (since 2014) and operates as a sponsor/GP and managing member of pooled funds rather than as a traditional capital allocator. Its advisory mandate centers on managing private pooled vehicles, with a fee framework that combines AUM-based and performance-linked components (plus other fee arrangements). The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
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
Contacts
3 of 3BRAD ESSON
Managing DirectorCRD 6029409
WILLIAM BURNETT
Managing DirectorCRD 6077283
JOHNATHAN GORMIN
Managing DirectorCRD 6077278
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 1111 W 6th St
- Time zone
- CT (UTC-6)
- Office locations
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