Osprey Private Wealth LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 331295
- Registered since
- May 21, 2024
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC., WILMINGTON TRUST INVESTMENT MANAGEMENT, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.91%
- Charitable Organizations23.24%
- Individuals0.85%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Osprey Private Wealth LLC is an independent registered investment adviser that operates as a limited liability company and registered with the SEC in 2024. The firm is individually owned and serves a mix of individual/family and institutional clients. Its primary revenue model is a percentage-of-AUM fee structure. Core advisory services are financial planning and portfolio management for individuals and small businesses. Osprey does not self-identify as an active ESG investor, is not a multi-state adviser per the snapshot data, and is not set up as a capital allocator.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities76%
- US Government Bonds9%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds5%
- Public Funds/Mutual Funds3%
Owners & executives
2 of 2
John Youngman
CEO & CCOCRD 2160024
Constance Ruland
Chief Operating OfficerCRD 8011979
Contacts
2 of 2
Mariette Campbell
Partner and Senior Wealth AdvisorCRD 3139675
John Roscoe
Director of ResearchCRD 1785868
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$12.3M in ETFs
85%
$10.5M
13%
$1.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2.3M | 3,567 | 18.92% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 140 E 45th St
- Time zone
- ET (UTC-5)
- Office locations
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