Osp provides portfolio management for pooled vehicles. The firm advises 6 private funds.
Osp reports 6 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($1.43B across 6 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 6 | $1.43B | 100.0% | $238M |
| Total | 6 | $1.43B | 100% | $238M |
- Clients
- 6
- Regulatory AUM
- $1.43B
- AUM share
- 100.0%
- Avg. per client
- $238M
Total
- Clients
- 6
- Regulatory AUM
- $1.43B
- AUM share
- 100%
- Avg. per client
- $238M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 6
Osp is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Osp, LP owns 75% or more of Osp and is in turn owned by O'Brien Children 2006 Trust (25–50%). Edgar O'Brien is CEO; the leadership team includes Chief Operating Officer Leroi Anderson and Chief Financial Officer John Sikora. It has 35 employees, 15 of them in advisory roles.
Staff
- 35 employees
- 15 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Osp, LLC
Osp, LP
Control person · since August 2014
- Owns 25% to 50% of Osp, LP
O'Brien Children 2006 Trust
Control person · since August 2014
Adam Bernier
Trustee · Control person · since February 2015
Osp Manager, LLC
General partner · Control person · since August 2014
- Owns 50% to 75% of Osp Manager, LLC
Warren Staley
Control person · since August 2014
- Owns 50% to 75% of Osp Manager, LLC
Edgar O'Brien
Control person · since August 2014
Osp’s regulatory assets fell from $1.54B (March 2021) to $1.43B (March 2026); clients rose from 5 to 6 and employees from 24 to 35.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.43B | 6 | 35 | 2 |
| Mar 2025March 2025 | $1.52B | 7 | 30 | 2 |
| May 2024May 2024 | $1.67B | 7 | 32 | 2 |
| May 2023May 2023 | $1.14B | 7 | 32 | 2 |
| Mar 2022March 2022 | $1.34B | 5 | 29 | 2 |
| Mar 2021March 2021 | $1.54B | 5 | 24 | 2 |
Besides its headquarters, Osp has 1 office, with 2 listed addresses across 2 states.
Minnesota · 1 listed address
- 5050 France Avenue South, EdinaHQ
Texas · 1 listed address
- 4800 Lakewood Drive, Waco
Other business names
Osp has reported 1 other business name to the SEC.
- O'Brien-Staley Partners
Contact and registration details
- Legal name
- Osp, LLC
- Headquarters
- 5050 France Avenue South, Edina, MN 55410
- Website
- osp-group.com
- Phone
- 612-254-6442
- @o'brien-staley-partners
- SEC file
- 801-79268
- Structure
- Minnesota LLC
- Fiscal year end
- December
Osp has custody of $1.43B for 6 clients.
How many clients does Osp have?
Osp has 6 clients and manages $1.43 billion for them, as of March 2026. They include 6 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Osp offer?
Osp provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Osp have?
Osp has 1 investment adviser representative registered with state securities authorities, out of 35 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Osp?
Osp is owned through a chain of holding companies by Warren Staley and Edgar O'Brien. Its direct owner is Osp, LP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Osp get paid?
Osp is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Osp?
Osp’s main office is at 5050 France Avenue South, Edina, MN 55410. Its phone number is 612-254-6442. Its website is osp-group.com.