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Osprey Private Wealth LLC

● SEC registered since 2024CRD 331295SEC# 801-130350New York, NY
Export (members)
Reg. AUM
$162.1M
Employees
4
Accounts
47
Location
New York, NY

Osprey Private Wealth LLC assets under management

Osprey Private Wealth LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2024. It reports $162.1 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/osprey-private-wealthView on SEC.gov ↗

Osprey Private Wealth LLC owners & executives

2 reported
NameTitleOwnershipSince
Constance Froude RulandChief Operating OfficerUnder 5%2024
John Gray Youngman ControlCeo And CcoOver 75%2024

Frequently asked questions

How much does Osprey Private Wealth LLC manage?

Osprey Private Wealth LLC reports $162.1 million in regulatory assets under management on its Form ADV.

How many employees does Osprey Private Wealth LLC have?

Osprey Private Wealth LLC reports 4 employees.

Where is Osprey Private Wealth LLC located?

Osprey Private Wealth LLC is based in New York, NY and has been SEC-registered since 2024.

Does Osprey Private Wealth LLC disclose fund performance?

Osprey Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address777 Third Avenue, 19th Floor, Suite 15b, New York, NY 10017
Phone(646) 907-5800
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$162.1M
Non-discretionary$0
Total (RAUM)$162.1M