OSPREY PRIVATE WEALTH LLC

RIASEC RegisteredEst. 2024

Total AUM

$448M

Discretionary

$448M

100% of AUM

Avg account

$3.6M

Accounts

124

Employees

6

Advisory reps

4

Firm details

Headquarters: New York, New York
CRD number: 331295
Registered since: May 21, 2024
Custodians: RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC., WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
Fee structure: Percentage of AUM
Client types: HNWI75.91%
Charitable Organizations23.24%
Individuals0.85%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Osprey Private Wealth LLC is an independent Registered Investment Adviser organized as an LLC and SEC-registered in 2024. The firm serves both individual and family clients as well as institutional clients, providing financial planning and portfolio management for individuals and small businesses. Its primary fee model is a percentage of assets under management. The firm does not market itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities76%
US Government Bonds9%
Cash & Cash Equivalents7%
Investment Grade Corp Bonds5%
Public Funds/Mutual Funds3%

Owners & executives

2 of 2

JOHN YOUNGMAN
CEO & CCOCRD 2160024
CONSTANCE RULAND
Chief Operating OfficerCRD 8011979

Contacts

2 of 2

MARIETTE CAMPBELL
Partner and Senior Wealth AdvisorCRD 3139675
JOHN ROSCOE
Director of ResearchCRD 1785868

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 19

Active vs passive

$12.3M in ETFs

Passive

85%

$10.5M

Active

13%

$1.8M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR S&P 500 ETF TRUST (SPY)	State Street	Passive	Large Blend	$2.3M	3,567	18.92%

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Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area: New York-Newark, NY-NJ-CT-PA
Region: Northeast
County: NEW YORK
Address: 140 E 45th St
Time zone: ET (UTC-5)
Office locations

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