OWNER RESOURCE GROUP, LLC

RIASEC RegisteredEst. 2014
Total AUM
$511M
Discretionary
$511M
100% of AUM
Avg account
$51.1M
Accounts
10
Employees
16
Advisory reps
3

Firm details

Headquarters
AUSTIN, Texas
CRD number
164028
Registered since
April 11, 2014
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • BRAD ESSON

    Managing DirectorCRD 6029409

  • WILLIAM BURNETT

    Managing DirectorCRD 6077283

  • JOHNATHAN GORMIN

    Managing DirectorCRD 6077278

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

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth