{
  "crd_number": 283049,
  "slug": "osmosis-investment-management-us-llc-london-283049",
  "primary_business_name": "OSMOSIS INVESTMENT MANAGEMENT US LLC",
  "legal_name": "OSMOSIS INVESTMENT MANAGEMENT US LLC",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-05-11",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-05-05",
  "carried_forward": false,
  "raum_total": 298870081.0,
  "raum_discretionary": 298870081.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 39,
  "advisory_employees": 26,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "investment_companies": {
      "raum": 246411555.0,
      "count": 2
    },
    "other_investment_advisers": {
      "raum": 52458526.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA"
  ],
  "websites": [
    "https://linkedin.com/company/osmosis-investment-management",
    "https://osmosisim.com/us"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283049",
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/osmosis-investment-management-us-llc-london-283049",
  "display_name": "Osmosis Investment Management US LLC",
  "summary": "Osmosis Investment Management US LLC is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.",
  "citation": "AdvisorCensus. Osmosis Investment Management US LLC (CRD 283049): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Osmosis Investment Management US LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Osmosis Investment Management US LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Osmosis Investment Management US LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated May 5, 2026 states: Asset-based fee: 0.2% to 0.375% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Osmosis Investment Management US LLC located?",
      "a": "Osmosis Investment Management US LLC's principal office is in London, United Kingdom, according to its Form ADV."
    },
    {
      "q": "Is Osmosis Investment Management US LLC registered with the SEC or a state?",
      "a": "Osmosis Investment Management US LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283049."
    },
    {
      "q": "How much does Osmosis Investment Management US LLC manage?",
      "a": "Osmosis Investment Management US LLC reports $298,870,081 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have Osmosis Investment Management US LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Osmosis Investment Management US LLC: Regulatory assets under management: $623,726,262 in the October 2021 data and $298,870,081 in the October 2026 data, down 52%. Total employees: 29 in October 2021 and 39 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Osmosis Investment Management US LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (2); other investment advisers (1)."
    },
    {
      "q": "Which custodians does Osmosis Investment Management US LLC use?",
      "a": "Osmosis Investment Management US LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BNY Mellon Securities Corporation as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Osmosis Investment Management US LLC report any disciplinary disclosures?",
      "a": "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/283049"
    },
    {
      "q": "What changed in Osmosis Investment Management US LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Employees performing advisory functions went from 23 to 26."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 623726262.0,
      "total_employees": 29,
      "filing_date": "2021-08-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 635871341.0,
      "total_employees": 27,
      "filing_date": "2022-09-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 648601006.0,
      "total_employees": 31,
      "filing_date": "2023-08-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 426373359.0,
      "total_employees": 36,
      "filing_date": "2024-06-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 307001573.0,
      "total_employees": 35,
      "filing_date": "2025-06-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 298870081.0,
      "total_employees": 39,
      "filing_date": "2026-05-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 23 to 26."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.2% to 0.375% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.2% to 0.375% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Management fees currently range from 0.20% - 0.375%. Payment terms are set forth in the clients Investment Management Agreement and are based on assets under management."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.2,
        0.375
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Management fees currently range from 0.20% - 0.375%. Payment terms are set forth in the clients Investment Management Agreement and are based on assets under management."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "BNY Mellon Securities Corporation",
      "name_as_filed": "BNY MELLON SECURITIES CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/osmosis-investment-management-us-llc-london-283049.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 246411555.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 1,
      "fewer_than_5": true,
      "raum": 52458526.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283049",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}