ORSO PARTNERS, LP

395 Oyster Point, Suite 511
South San Francisco, California 94080
Tel: 415-801-4620

About ORSO PARTNERS, LP

ORSO PARTNERS, LP, formally registered with the SEC as ORSO PARTNERS, LP. The firm was established in 07/30/2021. They have over 1 offices throughout the country.

ORSO PARTNERS, LP is a South San Francisco, California based Financial Planning firm with nearly $386,937,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304196
SEC#	801-121939
Assets Managed by Firm	$386,937,000
No. of Clients	1
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$386,937,000
Corporations or other businesses	1	$386,937,000

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