# Osprey Private Wealth LLC

> Osprey Private Wealth LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 23, 2026.

- CRD: 331295
- Filed as: OSPREY PRIVATE WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: June 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331295
- AdvisorCensus page: https://advisorcensus.com/firm/osprey-private-wealth-llc-new-york-ny-331295

## Quick answers

**How is Osprey Private Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Osprey Private Wealth LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Osprey Private Wealth LLC located?**
Osprey Private Wealth LLC's principal office is in New York, NY, according to its Form ADV.

**Is Osprey Private Wealth LLC registered with the SEC or a state?**
Osprey Private Wealth LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331295.

**How much does Osprey Private Wealth LLC manage?**
Osprey Private Wealth LLC reports $448,377,625 in regulatory assets under management in its Form ADV filing dated June 23, 2026 (100% discretionary).

**How have Osprey Private Wealth LLC's assets and staff changed since 2024?**
In the Form ADV data for Osprey Private Wealth LLC: Regulatory assets under management: $158,761,390 in the October 2024 data and $448,377,625 in the October 2026 data, up 182%. Total employees: 1 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Osprey Private Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (44); individuals (other than high net worth individuals) (12); charitable organizations (2).

**Which custodians does Osprey Private Wealth LLC use?**
Osprey Private Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Raymond James & Associates, Inc. and Wilmington Trust Investment Management as custodians holding 10% or more of its separately managed account assets.

**Does Osprey Private Wealth 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/331295

**Does Osprey Private Wealth LLC state an account minimum?**
Its Form ADV Part 2A brochure dated June 23, 2026 says: "Osprey generally requires a minimum account or relationship size of $1,000,000 but may make exceptions to this requirement for certain client relationships"

**What changed in Osprey Private Wealth LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $162,119,890 to $448,377,625 (+177%). Registered or notice-filed in MA. Updated its list of owners and control persons (Schedule A).

## 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 June 23, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> Osprey generally requires a minimum account or relationship size of $1,000,000 but may make exceptions to this requirement for certain client relationships

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Raymond James & Associates, Inc.
- Wilmington Trust Investment Management

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: $448,377,625
- Discretionary: $448,377,625
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $3,793,673 |
| High net worth individuals | 44 | $340,366,742 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $104,217,210 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, MA, MI, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ospreypw.com
- LinkedIn @osprey-private-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $158,761,390 | 1 | September 13, 2024 |
| October 2025 | $162,119,890 | 2 | March 20, 2025 |
| October 2026 | $448,377,625 | 6 | June 23, 2026 |

Regulatory assets under management: $158,761,390 in the October 2024 data and $448,377,625 in the October 2026 data, up 182%.
Total employees: 1 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $162,119,890 to $448,377,625 (+177%).
- Registered or notice-filed in MA.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Employees performing advisory functions went from 1 to 2.
- Registered or notice-filed in MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Osprey Private Wealth LLC (CRD 331295): Form ADV filing data as of October 2026.