OSPREY CAPITAL MANAGEMENT CORP.

RIASEC RegisteredEst. 2015

Total AUM

$197M

Discretionary

$197M

100% of AUM

Avg account

$197M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MIAMI BEACH, Florida
CRD number: 172524
Registered since: March 3, 2015
Custodians: 525 OKEECHOBEE BOULEVARD, WEST PALM BEACH, FLORIDA, 33401, 48, ROUTE DES ACACIAS, 1211 GENEVA 73, SWITZERLAND
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI92.29%
Pension & Profit Sharing Plans7.71%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Osprey Capital Management Corp. is a small SEC‑registered advisory corporation that provides portfolio management for individuals and small businesses. The firm has been registered since 2015 and operates with an individual owner structure. It charges both a percentage‑of‑AUM fee and can collect performance‑based fees, indicating it manages portfolios with measurable return objectives where incentive fees are appropriate. Investment activity centers on a traditional cash‑and‑liquidity bias alongside allocations to external alternative managers. The firm is not positioned as a multi‑state adviser or a pension consultant, and it does not identify as an active ESG investor. Osprey maintains an affiliation with a broker‑dealer, and it does not act as a capital allocator on behalf of third parties.