Osprey Private Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 16, 2026, reports $448M in regulatory assets under management, 6 employees, and 124 accounts.
Assets Under Management
$448M
Employees
6
Offices
--
Total Clients
58
Primary office
NEW YORK, NY
140 EAST 45TH STREET, SUITE 15B, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.9% of total clients.
Top client categories% of clientsClients
1
HNWI
75.9%
44
2
Individuals
20.7%
12
3
Charitable
3.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$448Mas of April 16, 2026
Discretionary100.0%
$448M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$448M
Total Accounts124
10Y AUM Change+$448M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee10:1
10Y Employee Change+5 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.