# Ossia IM

> Ossia IM is a state-registered investment advisory firm in Miami, FL, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 329936
- Filed as: OSSIA IM
- Legal name: Ossia Investment Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329936
- AdvisorCensus page: https://advisorcensus.com/firm/ossia-im-miami-fl-329936

## Quick answers

**How is Ossia IM compensated?**
On its Form ADV (Item 5.E, October 2026), Ossia IM reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Ossia IM located?**
Ossia IM's principal office is in Miami, FL, according to its Form ADV.

**Is Ossia IM registered with the SEC or a state?**
Ossia IM is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329936.

**How much does Ossia IM manage?**
Ossia IM reports $98,507,279 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).

**How have Ossia IM's assets and staff changed since 2024?**
In the Form ADV data for Ossia IM: Regulatory assets under management: $52,000,000 in the October 2024 data and $98,507,279 in the October 2026 data, up 89%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ossia IM serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6).

**Does Ossia IM report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329936

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $98,507,279
- Discretionary: $0
- Non-discretionary: $98,507,279

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 6 | $98,507,279 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $52,000,000 | 1 | September 25, 2024 |
| October 2026 | $98,507,279 | 1 | March 27, 2026 |

Regulatory assets under management: $52,000,000 in the October 2024 data and $98,507,279 in the October 2026 data, up 89%.
Total employees: 1 in October 2024 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ossia IM (CRD 329936): Form ADV filing data as of October 2026.