Osprey Capital Management Corp

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Assets, Funds, Holdings

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Osprey Capital Management Corp
CRD #172524
SEC #801-81060
CIK #
AUM $191.1 MM (2024-03-11)
Employees 1 (100% Investors, 100% Brokers)
Phone305-608-0807
Address800 South Pointe Drive
Miami Beach, FL 33139
Source [IAPD]
Total AUM ($MM)
2502001501005002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 180.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 11.1
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 2 191.1
By Discretionary
Discretionary 2 191.1
Non-Discretionary 0 0.0
Total 2 191.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 191.1
Total 2 191.1
Comparable Firms State AUM ($BB)
Ipsen Advisor Group LLC
AR 0.2
Daniel Investment Associates LLC
CA 0.2
VCI Wealth Management LLC
MO 0.2
Atlas Wealth Partners LLC
PA 0.2
Three Cord True Wealth Management LLC
PA 0.2
Kristen E Coombs LLC
PA 0.2
VIA IV Investments LLC
IL 0.2
Leicht Financial Planning and Wealth Management Inc
NJ 0.2
Archer Portfolio Management Inc
0.2
Allstreet Capital LLC
CA 0.2
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