O
CRD: 329936
Ossia IM
Miami, FL, 33131
3059237212
$98.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-20-2024
- Office Locations
- 1
Office Locations
1200 Brickell Avenue Suite 1950 #1331 Miami FL
About Ossia IM
Ossia IM is a Miami-based RIA. The firm has been operating for 2 years. Managing $98.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
42 AVG AGE
$98.5M AVG AUM / ADVISOR
$16.4M AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Bridge zenith Vital unison
Investment Themes
Focus Fusion Focus
Investment Vehicles
Meridian delta
Services
Zenith Timber Peak oak Meridian
Owner & Executives
VICTOR ALEJANDRO SOPENA
Chief Compliance Officer, MANAGING DIRECTOR, PRINCIPAL
- CRD
- #4659418
- Ownership
- 75% or more
(394) 898-5415
north.glacier@valuecapital.com
in linkedin.com/in/bridge-quantum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $98,507,279 | $2,363,636 |
| Total | $98,507,279 | $2,363,636 |
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Separately Managed Accounts
Total SMA Asset: $98,507,279
Private Funds:
20.3% Equity - Exchange:
20.4% Other:
6.2% Cash:
17.6% Municipal Bonds:
3.7% Public Funds:
14.1% Equity - OTC:
17.7% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,823,467,809 | 20.3% |
| Equity - Exchange | $1,832,450,409 | 20.4% |
| Other | $556,921,203 | 6.2% |
| Cash | $1,580,937,608 | 17.6% |
| Municipal Bonds | $332,356,202 | 3.7% |
| Public Funds | $1,266,546,606 | 14.1% |
| Equity - OTC | $1,589,920,209 | 17.7% |
| Total | $8,982,600,046 | 100.0% |