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| Osceola Capital Management LLC
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| CRD # | 301565 |
| SEC # | 801-121015 |
| CIK # | |
| AUM | 322.3 M (2026-03-26) |
| Employees | 9 (89% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 813-792-6559 |
| Address | 4030 W Boy Scout Blvd Tampa, FL 33607 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Osceola Fund II LP | [2023-03-30] | 77.5 M | 51.2 M |
| Filed 2025-10-14 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | Osceola Capital Holdings II LLLP | 2019-03-29 | 33.6 M | |
| PE | Osceola Capital Holdings LLLP | 2019-03-29 | ||
| PE | Osceola Fund I LP | [2019-03-29] | 65.7 M | 237.5 M |
| Offered $100,000,000 · Filed 2019-11-26 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining $34,350,000 · Duration More than one year · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 322.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 322.3 |
| By Discretionary | ||
| Discretionary | 3 | 322.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 322.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 322.3 | |
| Total | 3 | 322.3 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Benjamin Moe | Director, Executive Officer | 5 | 2 | |
| Michael Babb | Executive Officer | 3 | 2 | |
| None Osceola Fund II GP LLC | Executive Officer | 1 | 1 | |
| Osceola Capital Management LLC | Director | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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