9AT: OWNER RESOURCE GROUP, LLC

Adviser Profile

As of Date	04/24/2026
Registration	SEC, Approved, 04/11/2014
Other registrations (1)	SEC, ERA - Withdrawn, 03/31/2014
ADV Location	AUSTIN, TX, United States
Contact Info	512 xxxxxxx
Websites

AUM^*	511,101,948 -2%
of that, discretionary	511,101,948 -2%
Number of Employees	16
of those in investment advisory functions	16 7%
Private Fund GAV^*	367,048,736 16%
Avg Account Size	51,110,195 -2%
SMA’s	No
Private Funds	10 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

	Count	GAV
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Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser RENOVO CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund747.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV747.8m	AUM1.0b	#Funds8
Adviser ONEMAP MINERAL SERVICES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM461.7m	#Funds-
Adviser MAY RIVER CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.1b	AUM1.1b	#Funds6
Adviser AMERICAN INFRASTRUCTURE	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.2b	AUM1.7b	#Funds5
Adviser GOLDNER HAWN	Hedge Fund-	Liquidity Fund-	Private Equity Fund898.9m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV898.9m	AUM898.9m	#Funds3
Adviser ONEPRIME CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund659.0m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV659.0m	AUM892.3m	#Funds19
Adviser RADIAL EQUITY PARTNERS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund668.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV668.5m	AUM668.5m	#Funds1
Adviser DURATIONAL CAPITAL MANAGEMENT LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund432.7m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV432.7m	AUM442.0m	#Funds3
Adviser TIMBER BAY PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.1b	AUM1.1b	#Funds4
Adviser ASCEND PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.2b	AUM2.2b	#Funds21

Brochure Summary

Overview

A. Advisory Firm Description Owner Resource Group, LLC and its relying advisers (collectively, “ORG,” “Management Company,” or the “Firm”) have been in business since January 16, 2008. The principal owners are Jonathan Gormin, Brad Esson, and William Burnett. As used in this brochure, “we,” “us” and “our” refer to ORG and its investment advisory business. B. Types of Advisory Services ORG provides portfolio management to affiliated private equity funds (the “Main Funds”) and co-investment vehicles (the “Co-Invest Funds,” and, together with the Main Funds, the “Funds” or the “ORG Funds”). The Funds are exempt from registration under the Investment Company Act of 1940. Interests in the Funds are offered only to qualified investors satisfying the applicable eligibility and suitability requirements either in private placement transactions within the United States or in offshore transactions, typically institutional investors and eligible high- net-worth individuals. The relationship between ORG and each ORG Fund is governed by the Investment Advisers Act of 1940, as well as the governing documents of each ORG Fund and the terms of investment advisory agreements concluded

between us and each ORG Fund. Responsibility for managing each Fund, including all day-to-day operations and investment activities, has been delegated to the Firm by the Fund’s general partner. C. Tailored Advisory Services ORG tailors its advisory services to the investment strategies, specific terms and conditions of the ORG Funds, as described in the private placement memoranda (“PPMs”), partnership agreements, subscription agreements, and other governing agreements of each of the ORG Fund clients. Please refer to the specific ORG Fund’s offering materials for specific fund information. Each Fund may enter into side letters or other similar agreements with certain investors in the Fund that have the effect of establishing rights (including economic rights) under, supplementing or altering the Fund’s governing documents. The existence and terms of these side letters are not generally disclosed to other investors in the Fund. D. Wrap Fee Programs No wrap fee programs are currently in place. E. Client Assets Under Management As of December 31, 2023, ORG had $567 million of regulatory assets (which includes uncalled committed capital) under management. v

OWNER RESOURCE GROUP, LLC

OWNER RESOURCE GROUP, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview

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OWNER RESOURCE GROUP, LLC OWNER RESOURCE GROUP, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

Similar advisers

Brochure Summary

Overview

OWNER RESOURCE GROUP, LLC

OWNER RESOURCE GROUP, LLC