Ossia Im
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 329936
- Registered since
- February 23, 2024
- Custodians
- CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ossia Im is a Florida-based independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and positions itself as a capital allocator that combines direct portfolio management for individuals and small businesses with selection of third‑party advisers. Its fee model is based on a percentage of assets under management plus other fee arrangements. Ossia Im is not an active ESG investor and operates solely within Florida rather than as a multistate adviser.
Assets & Accounts
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
- Other44%
- Private Funds19%
- Exchange Traded Equities18%
- Cash & Cash Equivalents12%
- State & Local Bonds6%
Contacts
1 of 1
Victor Sopena
Sole ProprietorCRD 4659418
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1200 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Conscientia Family Office, LLC
RIAMiami, FL
Lion Capital Advisors LLC
RIAMiami, FL
Eurocapital Advisors, Inc
RIAMiami, FL
WLT Partners
RIAMiami, FL
Clout Capital
RIAMiami, FL
Stonex International Advisors Inc
RIAMiami, FL