# O'Brien-Staley Partners

> O'Brien-Staley Partners is an SEC-registered investment advisory firm in Edina, MN, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 169245
- Filed as: O'BRIEN-STALEY PARTNERS
- Legal name: OSP, LLC
- Also doing business as: O'BRIEN-STALEY PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edina, MN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169245
- AdvisorCensus page: https://advisorcensus.com/firm/o-brien-staley-partners-edina-mn-169245

## Quick answers

**How is O'Brien-Staley Partners compensated?**
On its Form ADV (Item 5.E, October 2026), O'Brien-Staley Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is O'Brien-Staley Partners located?**
O'Brien-Staley Partners' principal office is in Edina, MN, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is O'Brien-Staley Partners registered with the SEC or a state?**
O'Brien-Staley Partners is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 169245.

**How much does O'Brien-Staley Partners manage?**
O'Brien-Staley Partners reports $1,427,581,972 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have O'Brien-Staley Partners' assets and staff changed since 2021?**
In the Form ADV data for O'Brien-Staley Partners: Regulatory assets under management: $1,542,187,000 in the October 2021 data and $1,427,581,972 in the October 2026 data, down 7%. Total employees: 24 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does O'Brien-Staley Partners serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does O'Brien-Staley Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169245

**What changed in O'Brien-Staley Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 13 to 15.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,427,581,972
- Discretionary: $1,427,581,972
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $1,427,581,972 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2014 (12 years)
- Employees: 35 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Waco, TX

### Websites listed on Form ADV (Item 1.I)
- osp-group.com
- LinkedIn @o'brien-staley-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,542,187,000 | 24 | March 18, 2021 |
| October 2022 | $1,344,477,000 | 29 | March 29, 2022 |
| October 2023 | $1,144,132,000 | 32 | May 16, 2023 |
| October 2024 | $1,673,633,760 | 32 | May 10, 2024 |
| October 2025 | $1,520,780,126 | 30 | March 31, 2025 |
| October 2026 | $1,427,581,972 | 35 | March 31, 2026 |

Regulatory assets under management: $1,542,187,000 in the October 2021 data and $1,427,581,972 in the October 2026 data, down 7%.
Total employees: 24 in October 2021 and 35 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 13 to 15.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. O'Brien-Staley Partners (CRD 169245): Form ADV filing data as of October 2026.