OSPREY CAPITAL MANAGEMENT CORP.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $197.2M |
| Discretionary | $197.2M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $197.2M |
| Employees | 1 |
| Peak AUM | $220.0MMar 2020 |
| AUM CAGR | +1.4% /yrover 11 yrs · 20 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $197M | +3.2% | +1.1% | 2.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $197.2M |
| Discretionary | $197.2M |
| Employees | 1 |
| Client Accounts | 1 |
Contact & Location
Address
800 SOUTH POINTE DRIVE
MIAMI BEACH FL 33139
Phone
305-608-0807
Filing History
20 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$197M
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
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Broker-Dealer