Orso Partners, LP
Orso Partners, LP is an SEC-registered ria in South San Francisco, CA with $387.5M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Orso Partners, LP: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304196, SEC 801-121939, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $387.5M (2026-03-06)
- Firm type
- Ria
- Location
- South San Francisco, CA
- Employees
- 3
- Clients
- 1
- CRD
- 304196
- Ownership
- MORELLI, ROBERT, JOSEPH; ORSO PARTNERS GP, LLC; MATAGRANO, SCOTT, PERRY; KOPPIKAR, NATHAN; KOPPIKAR, NATHAN, LUKE
How much AUM does Orso Partners, LP have?
Orso Partners, LP reported $387.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Orso Partners, LP?
Disclosed owners and executives of Orso Partners, LP include MORELLI, ROBERT, JOSEPH, ORSO PARTNERS GP, LLC, MATAGRANO, SCOTT, PERRY, KOPPIKAR, NATHAN, KOPPIKAR, NATHAN, LUKE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.