O
$30.1M Total AUM
$30.1M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
16 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-11-2009
- Office Locations
- 1
Office Locations
-- Rock Hall MD
About Osprey Capital Management, LLC
Osprey Capital Management, LLC is a Rock Hall-based RIA. The firm has been operating for 16 years. Managing $30.1M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$30.1M AVG AUM / ADVISOR
$654.3K AVG AUM / CLIENT
0.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Catalyst
Client Personas
Matrix
Investment Vehicles
Unison eagle
Services
Ridge Unison oak
Owner & Executives
D
DAVID JAMES MAY
--
- CRD
- #5812211
- Ownership
- 75% or more
(244) 275-4305
capital.focus@embercapital.com
in linkedin.com/in/wave-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,096,783 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,096,783 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,096,783
Equity - Exchange:
38.2% U.S. Government/Agency:
10.0% Corporate - Investment Grade:
42.7% Cash:
9.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $498,612,276 | 38.2% |
| U.S. Government/Agency | $130,526,774 | 10.0% |
| Corporate - Investment Grade | $557,349,325 | 42.7% |
| Cash | $118,779,364 | 9.1% |
| Total | $1,305,267,739 | 100.0% |