Osprey Money Management, LLC

Overview

Osprey Money Management, LLC is organized as a limited liability company owned by an individual and is identified in the dataset as a capital allocator. The firm charges fees based on a percentage of assets under management and other fee arrangements, and it lists financial planning and the selection of other advisers among its advisory activities. The profile classifies the firm as unclassified and indicates it is not an active ESG investor, not a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The firm's stated role as a selector of other advisers suggests it operates at least partly by delegating asset management to external managers rather than running all strategies in-house. That positioning, together with the capital allocator designation, points to a focus on manager selection and oversight rather than purely direct security selection.

Assets & Accounts

Investments & Alternatives

Location & Offices