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Osprey Private Wealth LLC

Osprey Private Wealth LLC. CRD 331295

Osprey Private Wealth LLC logo

CRD: 331295

Osprey Private Wealth LLC

NEW York, NY, 10017
6469075800
$448.4M Total AUM
$448.4M Disc. AUM
-- 3Y CAGR
6 Employees
58 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Raymond James · Wilmington Trust
Clients
Retail and Institutional
Platforms
BridgeMeridian meridian
Established Date
05-21-2024
Office Locations
1

Office Locations

140 East 45th Street Suite 15B NEW York NY

About Osprey Private Wealth LLC

Osprey Private Wealth is an independent, SEC-registered RIA founded in 2024 serving multigenerational families, wealth creators and inheritors, trusts and private foundations. The firm provides high-touch wealth and investment management with tax and estate planning coordination, including philanthropic and special-needs considerations. Portfolios are built security-by-security using fundamental research, bond ladders, and selective ETF/active fund integration.

Team overview

51 AVG AGE
$224.2M AVG AUM / ADVISOR
$7.7M AVG AUM / CLIENT
1.4 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Delta ember Bridge Radial Eagle legacy Vital

Client Personas

Ember

Custodian

Catalyst Optima Prime alpha

Investment Themes

Vector crest Peak

Investment Vehicles

Focus prime Capital north

Services

Glacier Value Element harbor Harbor vector Unison summit Oak beacon Peak Matrix meridian

Technology

Foundation Insight atlas

Owner & Executives

MARIETTE LOUISE GRAEME CAMPBELL

MARIETTE LOUISE GRAEME CAMPBELL

PARTNER, SR. WEALTH ADVISOR

CRD
#3139675
Ownership
50% but less than 75%
(780) 458-4308
foundation.focus@deltacapital.com
in linkedin.com/in/signal-quantum
JOHN GRAY YOUNGMAN

JOHN GRAY YOUNGMAN

Chief Compliance Officer, Chief Executive Officer, Private Wealth Advisor

CRD
#2160024
Ownership
50% but less than 75%
(613) 430-5880
prime.horizon@pathwaycapital.com
in linkedin.com/in/insight-optima
M

Matrix north

Radial ember

CRD
#91244
Ownership
29.2%
(432) 732-1773
ridge.fusion@focuscapital.com
in linkedin.com/in/foundation-eagle

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Contacts

J

JOHN SCOTT ROSCOE

--

CRD
#1785868
(284) 984-3309
foundation.pioneer@catalystcapital.com
in linkedin.com/in/timber-radial

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-13-2024
12-04-2025
06-23-2026
Category Assets AVG. Account size
Discretionary $448,377,625 $3,615,949
Non-Discretionary $0 --
Total $448,377,625 $3,615,949

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Separately Managed Accounts

Total SMA Asset: $448,377,625

$448.4M Total SMA
Equity - Exchange:
18.1%
U.S. Government/Agency:
23.2%
Cash:
23.2%
Corporate - Investment Grade:
24.7%
Public Funds:
10.8%
Asset class Assets Assets %
Equity - Exchange $843,835,466 18.1%
U.S. Government/Agency $1,081,601,260 23.2%
Cash $1,081,601,260 23.2%
Corporate - Investment Grade $1,151,532,376 24.7%
Public Funds $503,504,036 10.8%
Total $4,662,074,398 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
TIMBER OAK PIONEER VERTEX RADIAL JCJBGBQ3M SQQLM 3.99% $52,134,265
SUMMIT EMBER VALUE OPTIMA FRONTIER BF5GQLWDA ACM 2.02% $100,483,939
NORTH PATHWAY RADIAL FOUNDATION RIDGE WQTW26HFN NNI 2.37% $11,557,075
EAGLE TIMBER MATRIX CAPITAL PEAK D0A9YES5I TML 11.14% $116,101,350
MATRIX LEGACY FOCUS EAGLE 5NDRPF0KN OLB 10.89% $118,373,423
UNISON ATLAS PIONEER BRIDGE MATRIX G2FG93DVN PKWDK 0.87% $47,986,980
CREST INSIGHT PIONEER ZENITH SUMMIT H05IESTWO PTIA 5.90% $92,760,231
PIONEER WAVE BEACON INSIGHT FOCUS S4NVC3FWB XBZ 8.93% $9,661,558

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