Osmosis Investment Management US LLC
Firm details
- Headquarters
- London,
- CRD number
- 283049
- Registered since
- May 11, 2016
- Website
- www.osmosisim.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
3 of 4Nevelon Cheand
Chief Operating OfficerCRD 8123688
Fadi Zaher
Chief Investment OfficerCRD 8258084

Benjamin Dear
CEOCRD 7147669
Contacts
3 of 3Mark Hardiman
Group Financial ControllerCRD 7829858

Andrew Spangler
Vice PresidentCRD 5931707
Alexander Stephen
Portfolio ManagerCRD 7424373
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 3638 Botolph Ln
- Office locations
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