Osprey Private Wealth LLC

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Client assets under management

$344,160,415

Clients

79% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$6,145,722

About

Osprey Private Wealth LLC is an SEC-registered adviser that provides discretionary investment management and financial planning to individuals, trusts, and estates, with a client base concentrated among high-net-worth households. The firm reports roughly $448 million in assets under management across about 56 client relationships and offers both integrated planning with investment mandates and standalone planning engagements.

Portfolios are customized and emphasize liquid instruments—large-cap equities (generally companies with market capitalizations above $1 billion), U.S. Treasuries, corporate and municipal bonds, ETFs, and selected mutual funds—and the firm may use limited option strategies (primarily covered calls and occasional puts) and margin where appropriate. Osprey employs a mix of fundamental and technical analysis and typically manages accounts on a discretionary basis according to client-specific objectives, risk tolerance, and imposed restrictions.

Compared with many peers, Osprey pairs a small adviser team and a modest client roster with relatively large AUM per client, reflecting a selective, high-touch service model and flexibility to waive its standard $1 million relationship guideline for next-generation, charitable, trust, or youth accounts. The firm also serves as trustee or co-trustee in some client relationships—creating constructive custody subject to surprise annual examinations under SEC guidance—and, operationally, does not vote proxies on client securities.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Active portfolio management

Fee options

Percentage

$0 - $5,000,000: 1.25% $5,000,000 - $10,000,000: 1.00% $10,000,000+: 0.75%

Project-based

Separate financial planning fees based on hourly estimates/rates, charged quarterly in advance

Other

Account minimum: $1,000,000

Main office location

Osprey Private Wealth LLC

140 East 45 Th Street, Suite 15 B

New York NY 10017, United States

Number of offices

Most active in

Connecticut · Massachusetts · Michigan · New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (646) 907-5800

Advisors at this firm

John Y

Series 63

New York, NY

Osprey Private Wealth LLC

John Youngman is a financial advisor at Osprey Private Wealth LLC with four years of industry experience. He holds a Series 63 designation and has worked at several firms, including Barrett Asset Management and Segall Bryant & Hamill. He also serves as a trustee of family trusts. Osprey Private Wealth is an SEC-registered adviser providing discretionary and non-discretionary portfolio management, wealth management, and financial planning to individuals, trusts, and estates. The firm combines fundamental and technical analysis to build individualized portfolios and manages approximately $162.1 million in assets across a small client base.

Options & derivatives strategies Active portfolio management

Mariette C

CFP®, Series 63

New York, NY

Osprey Private Wealth LLC

Mariette Campbell is a CFP® with three years of industry experience, currently serving as a financial advisor at Osprey Private Wealth LLC. She has prior experience at Barrett Asset Management, LLC and Inverness Counsel, LLC, among other firms. Ms. Campbell is also the owner and principal of The Graeme Collaborative, LLC, which provides consulting services, financial coaching, and financial literacy education. Osprey Private Wealth LLC is an SEC-registered adviser that offers portfolio management, wealth management, and financial planning services to individuals, trusts, and estates. The firm employs a combined fundamental and technical analysis approach to build individualized portfolios tailored to client objectives and risk tolerance.

Options & derivatives strategies Active portfolio management

John R

CFA®

New York, NY

Osprey Private Wealth LLC

John Roscoe is a CFA® charterholder with three years of industry experience. He has worked at Osprey Private Wealth LLC since 2025 and previously held roles at Corient, Roosevelt Investments, and The Roosevelt Investment Group, Inc. Osprey Private Wealth LLC is an SEC-registered adviser that provides discretionary and non-discretionary portfolio management, wealth management, and financial planning to individuals, trusts, and estates. The firm combines fundamental and technical analysis to build individualized portfolios primarily consisting of large-cap equities, bonds, mutual funds, ETFs, and limited option strategies, with a client base characterized by larger average account sizes.

Options & derivatives strategies Active portfolio management

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