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 organized as an LLC and registered with the SEC in 2024. The firm is owner-operated and charges clients on a percentage-of-AUM basis. Its client mix includes high-net-worth individuals and families as well as institutional clients. Core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm reports a clear preference for equity exposure, is not positioned as a capital allocator, and does not identify as an active ESG investor or a multi-state adviser.
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 22Active vs passive
$14.9M in ETFs
87%
$12.9M
12%
$2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2.7M | 3,587 | 17.92% |
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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