OSPREY CAPITAL MANAGEMENT, LLC

Overview

Osprey Capital Management, LLC is a small, privately owned advisory firm organized as an LLC that focuses on discretionary portfolio management for individuals, families and small businesses, with the capacity to manage portfolios for business or institutional clients as well. The firm charges a combination of asset-based fees and fixed fees and runs mostly discretionary accounts, favoring liquid, equity-oriented strategies. Osprey does not identify as an active ESG investor and operates with a limited geographic footprint. Investment activity centers on separately managed equity exposures and pooled funds (mutual funds and ETFs). The firm shows a clear preference for exchange-traded equities as the primary vehicle for implementing client equity allocations. Portfolios are custodied primarily at National Financial Services LLC, reflecting a traditional broker-dealer custody relationship for the bulk of client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices