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Osprey Private Wealth LLC

● SEC registered since 2024CRD 331295SEC# 801-130350New York, NY
Export (members)
Reg. AUM
$448.4M
Employees
6
Accounts
124
Location
New York, NY

Osprey Private Wealth LLC assets under management

Osprey Private Wealth LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2024. It reports $448.4 million in regulatory assets under management and employs 6 people.

Osprey Private Wealth LLC owners & executives

3 reported
NameTitleOwnershipSince
Constance Froude RulandChief Operating OfficerUnder 5%2024
John Gray Youngman ControlCeo And Cco50-75%2024
Mariette Louise Graeme Campbell ControlPartner & Sr. Wealth Advisor50-75%2025

Frequently asked questions

How much does Osprey Private Wealth LLC manage?

Osprey Private Wealth LLC reports $448.4 million in regulatory assets under management on its Form ADV.

How many employees does Osprey Private Wealth LLC have?

Osprey Private Wealth LLC reports 6 employees.

Where is Osprey Private Wealth LLC located?

Osprey Private Wealth LLC is based in New York, NY and has been SEC-registered since 2024.

Does Osprey Private Wealth LLC disclose fund performance?

Osprey Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address140 East 45th Street, Suite 15b, New York, NY 10017
Phone(646) 907-5800
Office hours9-5
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$448.4M▲ 182%
Jan '25 — $158.8MFeb '25 — $158.8MMar '25 — $162.1MApr '25 — $162.1MMay '25 — $162.1MJun '25 — $162.1MJul '25 — $162.1MAug '25 — $162.1MSep '25 — $162.1MOct '25 — $162.1MNov '25 — $162.1MDec '25 — $162.1MJan '26 — $162.1MFeb '26 — $162.1MMar '26 — $448.4MApr '26 — $448.4MMay '26 — $448.4MJun '26 — $448.4M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$448.4Mregulatory AUM
Discretionary $448.4M