O
CRD: 172524
Osprey Capital Management Corp.
Miami Beach, FL, 33139
3056080807
$197.2M Total AUM
$197.2M Disc. AUM
1.1% 3Y CAGR
1 Employees
0 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2014
- Office Locations
- 1
Office Locations
800 South Pointe Drive Suite 2001 Miami Beach FL
About Osprey Capital Management Corp.
Osprey Capital Management Corp. is a Miami Beach-based RIA. The firm has been operating for 11 years. Managing $197.2M in total assets under management, with 1 advisory representatives. They custody assets with UBS. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$197.2M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
12 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Catalyst momentum Element value
Client Personas
Frontier pioneer
Services
Peak focus Oak bridge
Owner & Executives
B
BASIL KIM VASILIOU
Chairman, Chief Compliance Officer, Chief Executive Officer, DIRECTOR
- CRD
- #818771
- Ownership
- 75% or more
(485) 591-9424
pioneer.meridian@quantumcapital.com
in linkedin.com/in/north-capital
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $197,200,000 | $197,200,000 |
| Non-Discretionary | $0 | -- |
| Total | $197,200,000 | $197,200,000 |
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Separately Managed Accounts
Total SMA Asset: $197,200,000
Cash:
15.8% Other:
6.1% Corporate - Non-Investment Grade:
24.2% Corporate - Investment Grade:
15.4% U.S. Government/Agency:
14.0% Equity - Exchange:
11.0% Equity - OTC:
13.5% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $167,553,416 | 15.8% |
| Other | $64,688,344 | 6.1% |
| Corporate - Non-Investment Grade | $256,632,448 | 24.2% |
| Corporate - Investment Grade | $163,311,558 | 15.4% |
| U.S. Government/Agency | $148,465,053 | 14.0% |
| Equity - Exchange | $116,651,113 | 11.0% |
| Equity - OTC | $143,162,729 | 13.5% |
| Total | $1,060,464,661 | 100.0% |