OSPREY CAPITAL MANAGEMENT CORP.
Adviser information for OSPREY CAPITAL MANAGEMENT CORP. last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
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Fiscal Year End | DECEMBER |
Legal Location | Florida, United States |
Employees
Total Number of Employees | 1 |
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Investment Advisory/Research | 1 |
Registered Broker-Dealer Representatives | 1 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 2 | $191.1M |
Non-Discretionary | 0 | $0 |
Total | 2 | $191.1M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | <5 | $180.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $11.1M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPORTFOLIO MANAGEMENT FOR PROFIT SHARING PLAN |
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Compensation | % of AUMPerformance-based fees |
Identifiers
SEC RIA File Number | 801-81060 |
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SEC ERA File Number | 801-81060 |
SEC CIK Numbers | None |
SEC CRD Numbers | 172524 |
Legal Entity Identifier | None |
Principal Office
800 SOUTH POINTE DRIVESUITE 2001
MIAMI BEACH
FL
United States
Monday - Friday, 8:00 AM - 6:00 PM EASTERN TIME
Tel: 305-608-0807, Fax: None
Chief Compliance Officer
BASIL K. VASILIOU
CHAIRMAN & CEO
800 SOUTH POINTE DRIVE
SUITE 2001
MIAMI BEACH
FL
United States
Tel:
305-608-0807
B*************@********M
(Full email address available in API data)
Industry Affiliates
VASILIOU & COMPANY, INC. | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
VASILIOU, BASIL, KIM | Individual | – | CHAIRMAN, CEO, CCO & DIRECTOR | 07/2014 | > 75% |