Ossia Im
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 329936
- Registered since
- February 23, 2024
- Website
- www.ossiaim.com
- Custodians
- CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ossia Im is a Florida-registered limited liability company operating as an independent registered investment adviser. The firm is owned by an individual and serves a client base made up of high-net-worth individuals and families. Its advisory work focuses on portfolio management for individuals and small businesses and on selecting other advisers or managers on behalf of clients. Compensation is primarily a percentage of AUM with additional fee arrangements noted as “other.” Ossia Im reports that it acts as a capital allocator rather than a pure discretionary portfolio manager, and it does not identify as an active ESG investor, a pension consultant, or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Other44%
- Private Funds19%
- Exchange Traded Equities18%
- Cash & Cash Equivalents12%
- State & Local Bonds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, 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
- 1200 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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