OSSIA IM

Overview

Ossia Im is a limited liability company that positions itself as a capital allocator for individual and family clients. The firm is registered with the SEC as of 2024 and is owned by an individual. Its advisory services focus on portfolio management for individuals and small businesses and on selecting other advisers to implement portions of client portfolios. Fee arrangements include a percentage-of-AUM component and other fee types. Ossia Im does not describe itself as an active ESG investor, is not a multi-state adviser, and does not report pension consulting or related-adviser activity.

Assets & Accounts

Investments & Alternatives