Osmosis Investment Management US LLC

RIASEC RegisteredEst. 2016
Total AUM
$299M
Discretionary
$299M
100% of AUM
Avg account
$99.6M
Accounts
3
Employees
39
Advisory reps
7

Firm details

Headquarters
London,
CRD number
283049
Registered since
May 11, 2016
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM
Client types
  • Investment Companies82.45%
  • Other Investment Advisers17.55%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Osmosis Investment Management US LLC is a limited liability company that has been SEC-registered since 2016 and serves an institutional client base. The firm operates on an asset-fee model (percentage of AUM) and provides portfolio management services for investment companies and for businesses or institutional clients. It is also identified as a commodity pool operator/commodity trading advisor (CPO/CTA) and is classified as an Other Investment Adviser. The firm does not describe itself as an active ESG investor and is not flagged as a multi-state adviser or as a capital allocator. Ownership is reported as a mix of domestic entity and individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 4
  • Nevelon Cheand

    Chief Operating OfficerCRD 8123688

  • Fadi Zaher

    Chief Investment OfficerCRD 8258084

  • Benjamin Dear

    Benjamin Dear

    CEOCRD 7147669

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Contacts

3 of 3
  • Mark Hardiman

    Group Financial ControllerCRD 7829858

  • Andrew Spangler

    Andrew Spangler

    Vice PresidentCRD 5931707

  • Alexander Stephen

    Alexander Stephen

    Portfolio ManagerCRD 7424373

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
3638 Botolph Ln
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth