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Osprey Capital Management Corp
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CRD # | 172524 |
SEC # | 801-81060 |
CIK # | |
AUM | $191.1 MM (2024-03-11) |
Employees | 1 (100% Investors, 100% Brokers) |
Phone | 305-608-0807 |
Address | 800 South Pointe Drive Miami Beach, FL 33139 |
Source | [IAPD] |
Total AUM ($MM) |
---|
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 |