OSA CAPITAL LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
334350
Registered since
February 11, 2026

Firm profile

FINTRX

Overview

OSA Capital LLC operates primarily as an adviser to privately held investment vehicles, with active engagement in private equity and venture capital strategies. The firm sponsors and advises a portfolio of 18 private funds and does not appear to run a traditional retail advisory book of managed accounts. Its profile indicates a boutique, fund-centric organization rather than a multi-state registered advisory network: it is not an active ESG investor, it is not a capital allocator to third-party managers, and its owner type is listed as individual. Investment activity is concentrated on direct private-market exposure. The mix of private equity and venture capital funds, combined with relatively small average fund sizes, points to a focus on smaller-company opportunities—early-stage venture rounds, growth-stage minority stakes or smaller buyouts—rather than large institutional buyouts. The firm’s structure suggests longer holding periods typical of private-market strategies and an emphasis on sourcing and working with privately held companies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Theodore Lyons

    General PartnerCRD 7388724

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
390 NE 191st St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth