Orso Partners, Lp
- Regulatory AUM
- $387M
- Discretionary
- $387M
- Clients
- 1
- Avg AUM / client
- $387M
- Accounts
- 1
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Corporations and other businesses | 1 | $387M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Koppikar, Nathan, Luke | Portfolio Manager / Limited Partner | Dec 2018 (8y) | ≈ 0% – 3.75% via Orso Partners Gp, Llc | |
| Matagrano, Scott, Perry | Director Of Research / Limited Partner | Dec 2018 (8y) | ≈ 0% – 3.75% via Orso Partners Gp, Llc | |
| Morelli, Robert, Joseph | Chief Financial Officer / Chief Compliance Officer | Dec 2018 (8y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Orso Partners Gp, Llc | General Partner | Dec 2018 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Koppikar, Nathan, Luke: 50% – 75% of Orso Partners Gp, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Matagrano, Scott, Perry: 50% – 75% of Orso Partners Gp, Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 952 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Wells Fargo $207M (53% of AUM) Mar 2026
- Morgan Stanley $181M (47% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗