OSPREY PRIVATE WEALTH LLC

OSPREY PRIVATE WEALTH LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 331295). Regulatory assets under management: $448.4M.

Registration

• CRD: 331295
• SEC file number: 801-130350
• Type: Registered investment adviser
• Location: 140 EAST 45TH STREET, SUITE 15B, NEW YORK, NY, 10017
• Phone: (646) 907-5800
• Latest filing: 2026-06-23
• Regulatory AUM: $448.4M
• Discretionary AUM: $448.4M
• Clients: 6
• Accounts: 124

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331295 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search