OWNER RESOURCE GROUP, LLC
Adviser information for OWNER RESOURCE GROUP, LLC last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 13 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 11 | $566.5M |
| Non-Discretionary | 0 | $0 |
| Total | 11 | $566.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 11 | $566.5M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based feesCONSULTING FEES |
Identifiers
| SEC RIA File Number | 801-79553 |
|---|---|
| SEC ERA File Number | 801-79553 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 164028 |
| Legal Entity Identifier | None |
Principal Office
1111 W 6TH STREETBLDG A SUITE 300
AUSTIN
TX
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 512-505-4180, Fax: None
Chief Compliance Officer
WILLIAM BURNETT
MEMBER / MANAGING DIRECTOR
1111 W 6TH STREET
BLDG A SUITE 300
AUSTIN
TX
United States
Tel:
512-505-4180
Fax:
512-476-4869
W*******@**********M
(Full email address available in API data)
Regulatory Contact
AMY BYROM
CONTROLLER
1111 W 6TH STREET
BLDG A SUITE 300
AUSTIN
TX
United States
Tel:
512-925-2532
A*****@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| 420 ALOHA, LP | Private Equity Fund | $5.3M | $1.0M | 1 |
| OEF CO-INVESTMENT, LP | Private Equity Fund | $10.4M | $0.0M | 12 |
| ORG BGO COINVESTMENT, LP | Private Equity Fund | $27.8M | $0.0M | 8 |
| ORG CHEM GROUP COINVESTMENT, LP | Private Equity Fund | $2.9M | $0.0M | 21 |
| ORG OPPORTUNITY FUND II, LP | Private Equity Fund | $3.1M | $0.1M | 26 |
| ORG OPPORTUNITY FUND III, LP | Private Equity Fund | $168.1M | $0.1M | 31 |
| ORG OPPORTUNITY FUND IV, LP | Private Equity Fund | $21.4M | $0.5M | 35 |
| ORG OTR COINVESTMENT, LP | Private Equity Fund | $86.6M | $0.0M | 23 |
| ORG SIDE CAR FUND II, LP | Private Equity Fund | $0.7M | $0.5M | 4 |
| ORG USME COINVESTMENT II, LP | Private Equity Fund | $15.9M | $0.0M | 12 |
| ORG USME COINVESTMENT, LP | Private Equity Fund | $0.2M | $0.0M | 25 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GORMIN, JOHNATHAN, DAVID | Individual | – | MEMBER / MANAGER | 01/2008 | 25-50% |
| BURNETT, WILLIAM, FREEMAN | Individual | – | MEMBER / MANAGER / CHIEF COMPLIANCE OFFICER | 01/2008 | 25-50% |
| PRIME II INVESTMENTS, LP | Domestic Entity | – | MEMBER | 03/2010 | 5-10% |
| DIAMOND VENTURES, LLC | Domestic Entity | PRIME II INVESTMENTS, LP | GENERAL PARTNER | 06/2000 | |
| PMG VENTURES, LP | Domestic Entity | PRIME II INVESTMENTS, LP | LIMITED PARTNER | 06/2000 | 50-75% |
| MARCHBANKS, GREGORY, SCOTT | Individual | DIAMOND VENTURES, LLC | MEMBER / MANAGER | 06/2000 | 25-50% |
| DIAMOND VENTURES, LLC | Domestic Entity | PMG VENTURES, LP | GENERAL PARTNER | 06/2000 | |
| ESSON, BRAD, DEVELIN | Individual | – | MEMBER / MANAGER | 06/2015 | 10-25% |
| GLASGOW, WILLIAM, PARKER | Individual | PRIME II INVESTMENTS, LP | MEMBER/MANAGER | 06/2000 | |
| GC INVESTMENTS, LLC | Domestic Entity | PRIME II INVESTMENTS, LP | LIMITED PARTNER | 06/2000 | 25-50% |