OSCEOLA CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2021
Total AUM
$322M
Discretionary
$322M
100% of AUM
Avg account
$107M
Accounts
3
Employees
9
Advisory reps
4

Firm details

Headquarters
TAMPA, Florida
CRD number
301565
Registered since
April 30, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Osceola Capital Management operates as a private equity fund adviser that manages pooled investment vehicles for institutional clients. The firm is structured to sponsor and act as general partner or managing member of private funds, with portfolio management responsibilities focused on closed‑end, illiquid strategies. Its fee model combines a percentage of assets under management with performance‑based fees, consistent with traditional private equity compensation structures. Investment activity centers on privately negotiated and fund‑level commitments rather than public markets. The firm does not identify as an active ESG investor and is organized as a single‑state adviser under an individual owner structure. Osceola’s business footprint emphasizes fund sponsorship, manager selection and capital deployment into alternative asset classes handled either directly through its funds or via third‑party fund managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • WILLIAM NEWBRANDER

    Partner, CFOCRD 4836717

Contacts

3 of 3
  • BENJAMIN MOE

    Managing PartnerCRD 5001148

  • MICHAEL BABB

    ChairmanCRD 7091334

  • PATRICK WATKINS

    PartnerCRD 5804923

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

TAMPA, FL

HILLSBOROUGH

Location

TAMPA, FL

Headquartered in TAMPA, FL, in the South of the United States.

Region
South
County
HILLSBOROUGH
Address
4030 W Boy Scout Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth