Ossia Im

Overview

Ossia Im is a Florida-registered limited liability company operating as an independent registered investment adviser. The firm is owned by an individual and serves a client base made up of high-net-worth individuals and families. Its advisory work focuses on portfolio management for individuals and small businesses and on selecting other advisers or managers on behalf of clients. Compensation is primarily a percentage of AUM with additional fee arrangements noted as “other.” Ossia Im reports that it acts as a capital allocator rather than a pure discretionary portfolio manager, and it does not identify as an active ESG investor, a pension consultant, or a related adviser.

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Investments & Alternatives

Location & Offices