asset manager
Orso Partners
SOUTH SAN FRANCISCO, CA
CRD: 304196
In PWD coverage since August 14, 2026 · 2 stories
$387MRegulatory AUMSEC Form ADV · Sep 26
3EmployeesForm ADV
Regulatory AUM · Aug 16 – Sep 26
PWD coverage
book
IRS plans guidance on trades used to harvest losses against ordinary income
Currency bets and equity-swap-and-futures combinations are among the structures the IRS named in Monday's notice, which bars no trade yet.