Osmosis Investment Management US LLC

RIASEC Registered
Total AUM
$299M
Discretionary
$299M
100% of AUM
Avg account
$99.6M
Accounts
3
Employees
39
Advisory reps
7

Firm details

Headquarters
London,
CRD number
283049
Registered since
May 11, 2016
Custodians
THE BANK OF NEW YORK MELLON
Fee structure
Percentage of AUM
Client types
  • Investment Companies82.45%
  • Other Investment Advisers17.55%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Osmosis Investment Management US LLC is an SEC-registered institutional RIA organized as an LLC and first registered in 2016. The firm serves institutional clients and bills primarily as a percentage of assets under management. Its documented activities include operating in commodity pool/CTA capacities and providing portfolio management services for investment companies and for businesses or institutions. The firm identifies itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 4
  • Stephen Graeme

    Stephen Graeme

    Chief Compliance OfficerCRD 2596763

  • Benjamin Dear

    Benjamin Dear

    CEOCRD 7147669

  • Nevelon Cheand

    Chief Operating OfficerCRD 8123688

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Contacts

3 of 3
  • Andrew Spangler

    Andrew Spangler

    Vice PresidentCRD 5931707

  • Alexander Stephen

    Alexander Stephen

    Portfolio ManagerCRD 7424373

  • Mark Hardiman

    Group Financial ControllerCRD 7829858

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
3638 Botolph Ln
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth