OSMIUM PARTNERS, LLC
Firm details
- Headquarters
- SAN ANSELMO, California
- CRD number
- 163789
- Registered since
- February 4, 2019
- Website
- www.osmiumpartners.com
Firm profile
FINTRXOverview
Osmium Partners, LLC operates as a small, privately owned investment adviser focused on pooled investment vehicles and concentrated public equity positions. The firm favors using third‑party alternative managers—particularly hedge funds and real estate strategies—while maintaining a modest direct equity sleeve. Its public holdings are limited in number but relatively large per position, which points to a high‑conviction, concentrated approach to listed equities rather than broad, passive exposure. The adviser’s organizational footprint and product mix indicate a boutique setup that allocates across both internally advised funds and external managers. Mutual funds are used as supplemental exposures where appropriate, but the firm’s private fund activity and selective stock stakes suggest an emphasis on active management and manager selection over index replication.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JOHN LEWIS
Co-Founder, CEO and CIOCRD 3231615
Contacts
1 of 1ADAM HOYDYSH
PresidentCRD 4750559
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN ANSELMO, CA
MARIN
Location
SAN ANSELMO, CA
Headquartered in SAN ANSELMO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 5 Ross Ave
- Time zone
- PT (UTC-8)
- Office locations
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