Orso Partners, LP
● SEC registered since 2021CRD 304196SEC# 801-121939South San Francisco, CA
Reg. AUM
$387.5M
Employees
3
Accounts
1
Location
South San Francisco, CA
Orso Partners, LP assets under management
Orso Partners, LP is an SEC-registered investment adviser based in South San Francisco, CA. The firm has been registered since 2021. It reports $387.5 million in regulatory assets under management and employs 3 people.
Orso Partners, LP owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Nathan Luke Koppikar Control | Portfolio Manager / Limited Partner | Over 75% | 2018 |
| Orso Partners GP, LLC Control | General Partner | Under 5% | 2018 |
| Robert Joseph Morelli Control | Chief Financial Officer / Chief Compliance Officer | Under 5% | 2018 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Orso Partners, LP manage?
Orso Partners, LP reports $387.5 million in regulatory assets under management on its Form ADV.
How many employees does Orso Partners, LP have?
Orso Partners, LP reports 3 employees.
Where is Orso Partners, LP located?
Orso Partners, LP is based in South San Francisco, CA and has been SEC-registered since 2021.
Does Orso Partners, LP disclose fund performance?
Orso Partners, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 395 Oyster Point, Suite 511, South San Francisco, CA 94080 |
| Phone | 415-801-4620 |
| Office hours | 7:00 a.m.-3:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$387.5M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$387.5Mregulatory AUM
Discretionary $387.5M