# Osmosis Investment Management US LLC

> 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.

- CRD: 283049
- Filed as: OSMOSIS INVESTMENT MANAGEMENT US LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283049
- AdvisorCensus page: https://advisorcensus.com/firm/osmosis-investment-management-us-llc-london-283049

## Quick answers

**How is Osmosis Investment Management US LLC compensated?**
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.

**How much does Osmosis Investment Management US LLC charge?**
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.

**Where is Osmosis Investment Management US LLC located?**
Osmosis Investment Management US LLC's principal office is in London, United Kingdom, according to its Form ADV.

**Is Osmosis Investment Management US LLC registered with the SEC or a state?**
Osmosis Investment Management US LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283049.

**How much does Osmosis Investment Management US LLC manage?**
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).

**How have Osmosis Investment Management US LLC's assets and staff changed since 2021?**
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.

**What types of clients does Osmosis Investment Management US LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (2); other investment advisers (1).

**Which custodians does Osmosis Investment Management US LLC use?**
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.

**Does Osmosis Investment Management US LLC 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/283049

**What changed in Osmosis Investment Management US LLC's recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 23 to 26.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 5, 2026)

- Asset-based fee: 0.2% to 0.375% a year (a range, as the brochure states it)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- BNY Mellon Securities Corporation

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.

### Regulatory assets under management (Item 5.F)
- Total: $298,870,081
- Discretionary: $298,870,081
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 2 | $246,411,555 |
| Other investment advisers | 1 | $52,458,526 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 39 total, 26 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [osmosisim.com/us](https://osmosisim.com/us)
- LinkedIn @osmosis-investment-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $623,726,262 | 29 | August 9, 2021 |
| October 2022 | $635,871,341 | 27 | September 1, 2022 |
| October 2023 | $648,601,006 | 31 | August 7, 2023 |
| October 2024 | $426,373,359 | 36 | June 24, 2024 |
| October 2025 | $307,001,573 | 35 | June 27, 2025 |
| October 2026 | $298,870,081 | 39 | May 5, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 23 to 26.

### May 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Osmosis Investment Management US LLC (CRD 283049): Form ADV filing data as of October 2026.