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Owner Resource Group, LLC

● SEC registered since 2014CRD 164028SEC# 801-79553Austin, TX
Export (members)
Ranks #3,862 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$511.1M
Fund GAV
$367M
Private funds
9
Employees
16
Accounts
10
Location
Austin, TX

Owner Resource Group, LLC assets under management

Owner Resource Group, LLC is an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2014. It reports $511.1 million in regulatory assets under management and employs 16 people. Owner Resource Group, LLC manages 9 private funds with combined gross assets of $367 million, including Org Opportunity Fund III, LP. By regulatory assets, it ranks 3,862 of 6,004 private fund managers.

Owner Resource Group, LLC private funds

9 funds · $367M GAV
FundTypeGross assetsMin.
Org Opportunity Fund III, LPPrivate Equity$137.8M$100K
Org Opportunity Fund IV, LPPrivate Equity$106.6M$500K
Org Otr Coinvestment, LPPrivate Equity$63.1M$2K
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Owner Resource Group, LLC owners & executives

10 reported
NameTitleOwnershipSince
Brad Develin Esson ControlMember / Manager10-25%2015
Johnathan David Gormin ControlMember / Manager25-50%2008
Prime II Investments, LPMember5-10%2010
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Frequently asked questions

How much does Owner Resource Group, LLC manage?

Owner Resource Group, LLC reports $511.1 million in regulatory assets under management on its Form ADV.

How many private funds does Owner Resource Group, LLC manage?

Owner Resource Group, LLC manages 9 private funds with combined gross assets of $367 million.

How many employees does Owner Resource Group, LLC have?

Owner Resource Group, LLC reports 16 employees.

Where is Owner Resource Group, LLC located?

Owner Resource Group, LLC is based in Austin, TX and has been SEC-registered since 2014.

Does Owner Resource Group, LLC disclose fund performance?

Owner Resource Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1111 W 6th Street, Bldg a Suite 300, Austin, TX 78703
Phone512-505-4180
Office hours9:00a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Regulatory AUM

$511.1M▼ 2%
Mar '25 — $521.2MApr '25 — $521.2MMay '25 — $521.2MJun '25 — $521.2MJul '25 — $521.2MAug '25 — $521.2MSep '25 — $521.2MOct '25 — $521.2MNov '25 — $521.2MDec '25 — $521.2MJan '26 — $521.2MFeb '26 — $521.2MMar '26 — $507.1MApr '26 — $511.1MMay '26 — $511.1MJun '26 — $511.1M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
AUM vs fund managersTop 64%
Larger than 36% of 6,004 private-fund managers
Number of fundsTop 27%
More funds than 73% of fund managers
EmployeesTop 29%
More than 71% of 16,825 advisers

Assets under management

$511.1Mregulatory AUM
Discretionary $511.1M

Service providers