Osprey Capital Management Corp.
Firm details
- Headquarters
- Miami Beach, Florida
- CRD number
- 172524
- Registered since
- March 3, 2015
- Custodians
- 525 OKEECHOBEE BOULEVARD, WEST PALM BEACH, FLORIDA, 33401, 48, ROUTE DES ACACIAS, 1211 GENEVA 73, SWITZERLAND
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI92.29%
- Pension & Profit Sharing Plans7.71%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Osprey Capital Management Corp. is a privately owned corporation that registered with the SEC in 2015 and provides portfolio management services for individuals and small businesses. The firm charges both a percentage-of-assets fee and performance-based fees, and it operates with a single-owner structure. It does not identify as an active ESG investor, does not report multi-state advising activity, and is not listed as a pension consultant or related adviser. The firm has an affiliation with a broker-dealer.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents25%
- Other25%
- Non-Investment Grade Corp Bonds20%
- US Government Bonds10%
- Investment Grade Corp Bonds10%
Contacts
1 of 1Basil Vasiliou
ChairmanCRD 818771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami Beach, FL
Miami Dade
Location
Miami Beach, FL
Headquartered in Miami Beach, 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
- 800 S Pointe Dr
- Time zone
- ET (UTC-5)
- Office locations
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