OSP, LLC
DBA: O'BRIEN-STALEY PARTNERS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.43B |
| Discretionary | $1.43B100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $237.9M |
| Employees | 35 |
| Peak AUM | $1.67BMay 2024 |
AUM by Client Type
Total AUM
$1.4B
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | 6.1% | +7.7% | 1.5% | |
| Discretionary AUM | $1.4B | ||||
Key Metrics
| Total AUM | $1.43B |
| Discretionary | $1.43B |
| Employees | 35 |
| Client Accounts | 6 |
Contact & Location
Address
5050 FRANCE AVENUE SOUTH
EDINA MN 55410
Phone
612-254-6442
Filing History
23 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Investment AdviserRegistered RepPension ConsultantLaw Firm