Osprey Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,096,783
Total clients
46
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
46
Average account size
$654,278
About
Osprey Capital Management, LLC is a fee‑only investment adviser that provides discretionary portfolio management services primarily to high‑net‑worth individuals and select institutional clients rather than to mass‑market retail investors. The firm tailors accounts to client‑specified investment guidelines and is authorized to trade within those parameters under a discretionary mandate.
The firm follows a fundamental, sector‑focused investment process that emphasizes companies with relatively low debt, above‑average operating margins, prospects for earnings acceleration and reasonable valuations, and employs strategies ranging from long‑term holdings to shorter‑term trading, options and margin when appropriate. Portfolio management is delivered through a discretionary model developed by the firm’s principals, with regular (typically weekly) account reviews and custodial relationships used to support execution and reporting; Osprey does not provide financial planning services.
Distinctive elements in the brochure include firm‑level disclosures of assets and account composition (the filing references firm assets under management figures and a discrete discretionary AUM figure), and the presentation of performance‑related information in its public disclosures — practices that are less common among solo independent advisors. The firm is helmed by experienced investment professionals with an institutional background, and the combination of that institutional experience with a client mix that includes institutional mandates and a concentration of high‑net‑worth clients sets it apart from many peers.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
Fixed fee available in limited circumstances; minimum $2,000 per annum
$0 - $3,000,000: 1.00% annually $3,000,000 - $5,000,000: 0.65% annually $5,000,000+: Negotiated
Account minimum: $250,000 (may be waived at discretion) Minimum fee: $2,000 per relationship per annum (may be waived) Fee-only: Fee only investment advisor
Main office location
Osprey Capital Management, LLC
20645 Jamieson Road
Rock Hall MD 21661, United States
Number of offices
1
Most active in
Osprey Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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