Owner Resource Group, LLC is a large advisory firm based in Austin. It manages $543.92 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Texas.
Owner Resource Group provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Owner Resource Group, LLC is $543.92 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 191% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Owner Resource Group, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Owner Resource Group is pooled investment vehicles with 18 clients and $543.92 million of assets under management. Among the 13 most similar advisory firms, Owner Resource Group has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $543.92 million for 18 clients. None of the firm’s clients are foreign persons or businesses.
Owner Resource Group also advises several private funds. Namely, seventeen private equity funds. The minimum investment commitment required of non-related persons ranges from $13,187 to $5,000,000.
The company employs 12 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Owner Resource Group, LLC performs its advisory services is located at 221 W. 6 Th Street, Austin, TX 78701, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-505-4180 or by fax 512-476-4869. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at orgroup.com.