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Osceola Capital Management, LLC

● SEC registered since 2021CRD 301565SEC# 801-121015Tampa, FL
Export (members)
Ranks #4,495 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$322.3M
Fund GAV
$322.3M
Private funds
3
Employees
9
Accounts
3
Location
Tampa, FL

Osceola Capital Management, LLC assets under management

Osceola Capital Management, LLC is an investment advisory firm registered with the SEC based in Tampa, FL. The firm has been registered since 2021. It reports $322.3 million in regulatory assets under management and employs 9 people. Osceola Capital Management, LLC manages 3 private funds with combined gross assets of $322.3 million, including Osceola Fund I, LP. By regulatory assets, it ranks 4,495 of 6,004 private fund managers.

Osceola Capital Management, LLC private funds

3 funds · $322.3M GAV
FundTypeGross assetsMin.
Osceola Fund I, LPPrivate Equity$237.5M$500K
Osceola Fund II, LPPrivate Equity$51.2M$1M
Osceola Capital Holdings II, LLLPPrivate Equity$33.6M$200K

Osceola Capital Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Benjamin Alan Moe ControlDirect Owner - Managing Partner50-75%2014
Michael Alexander Babb ControlDirect Owner - Chairman50-75%2014
Patrick Kelly Watkins ControlExecutive Officer - PartnerUnder 5%2018
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Frequently asked questions

How much does Osceola Capital Management, LLC manage?

Osceola Capital Management, LLC reports $322.3 million in regulatory assets under management on its Form ADV.

How many private funds does Osceola Capital Management, LLC manage?

Osceola Capital Management, LLC manages 3 private funds with combined gross assets of $322.3 million.

How many employees does Osceola Capital Management, LLC have?

Osceola Capital Management, LLC reports 9 employees.

Where is Osceola Capital Management, LLC located?

Osceola Capital Management, LLC is based in Tampa, FL and has been SEC-registered since 2021.

Does Osceola Capital Management, LLC disclose fund performance?

Osceola Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4030 W Boy Scout Blvd, Suite 915, Tampa, FL 33607
Phone813-792-6559
Office hours8:00 a.m. - 6:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$322.3M▼ 11%
Mar '25 — $362.8MApr '25 — $362.8MMay '25 — $362.8MJun '25 — $362.8MJul '25 — $362.8MAug '25 — $362.8MSep '25 — $362.8MOct '25 — $362.8MNov '25 — $362.8MDec '25 — $362.8MJan '26 — $362.8MFeb '26 — $362.8MMar '26 — $322.3MApr '26 — $322.3MMay '26 — $322.3MJun '26 — $322.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
AUM vs fund managersTop 75%
Larger than 25% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$322.3Mregulatory AUM
Discretionary $322.3M

Service providers

Auditor
Custodian