OSMIUM PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN ANSELMO, California
CRD number
163789
Registered since
February 4, 2019

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • JOHN LEWIS

    Co-Founder, CEO and CIOCRD 3231615

Contacts

1 of 1
  • ADAM HOYDYSH

    PresidentCRD 4750559

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth