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OSPREY PRIVATE WEALTH LLC
CRD 331295 · SEC 801-130350
140 EAST 45TH STREET, SUITE 15B, NEW YORK, NY, 10017, United States
Phone
(646) 907-5800
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$448.4M
Discretionary AUM
$448.4M
Team
6 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $3.8M |
| High net worth individuals | 44 | $340.4M |
| Charitable organizations | 2 | $104.2M |
States served
MA, MI, NY, CT
All web addresses on file
Official SEC filing: View on IAPD