{"url":"https://nivawealth.com/firms/osp-169245","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/169245","regulatoryAum":1427581972,"crd":"169245","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6529624","suffix":null,"lastName":"DEWITT","firstName":"TERRENCE","middleName":"RILEY"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-18","regulatoryAum":1542187000,"clients":5,"employees":24,"offices":2},{"filedOn":"2022-03-29","regulatoryAum":1344477000,"clients":5,"employees":29,"offices":2},{"filedOn":"2023-05-16","regulatoryAum":1144132000,"clients":7,"employees":32,"offices":2},{"filedOn":"2024-05-10","regulatoryAum":1673633760,"clients":7,"employees":32,"offices":2},{"filedOn":"2025-03-31","regulatoryAum":1520780126,"clients":7,"employees":30,"offices":2},{"filedOn":"2026-03-31","regulatoryAum":1427581972,"clients":6,"employees":35,"offices":2}],"secFileNumber":"801-79268","legalName":"Osp, LLC","displayName":"Osp","slug":"osp-169245","website":"https://osp-group.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/169245/85f19b907c04b5cf-r1.webp","tone":"light","width":421,"height":200,"sourceUrl":"https://osp-group.com/","sourceLabel":"O'brien-staley Partners, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/o'brien-staley-partners/","founded":null,"organization":"Minnesota limited liability company","fiscalYearEnd":"December","headquarters":{"street":"5050 France Avenue South","city":"Edina","state":"MN","stateName":"Minnesota","country":"United States","postalCode":"55410"},"tradeNames":["O'Brien-Staley Partners"],"registration":{"secApproved":"12 March 2014","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":35,"advisory":15,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":1427581972,"discretionary":1427581972,"discretionaryAccounts":6,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":6,"regulatoryAum":1427581972}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Osp has custody of $1.43B for 6 clients.","otherCustodians":[],"leadership":[{"name":"Edgar O'Brien","title":"Chief Executive Officer and Chief Investment Officer","crd":"1314522"},{"name":"John Sikora","title":"Chief Financial Officer","crd":"8020878"},{"name":"Leroi Anderson","title":"Chief Compliance Officer; Chief Operating Officer","crd":"7522990"},{"name":"Yvette Bowen","title":"Chief Human Resources Officer","crd":"7743529"}],"ownership":[{"label":"Osp, LP","detail":"Managing member in the 75% or more ownership band and a control person, since August 2014."},{"label":"O'Brien Children 2006 Trust","detail":"Indirect owner: a limited partner of Osp, LP in the 25% to 50% band and a control person, since August 2014.","parent":"Osp, LP"},{"label":"Osp Manager, LLC","detail":"Indirect owner: general partner of Osp, LP and a control person, since August 2014.","parent":"Osp, LP"},{"label":"Warren Staley","detail":"Indirect owner: a managing member of Osp Manager, LLC in the 50% to 75% band and a control person, since August 2014.","parent":"Osp Manager, LLC"},{"label":"Edgar O'Brien","detail":"Indirect owner: a managing member of Osp Manager, LLC in the 50% to 75% band and a control person, since August 2014.","parent":"Osp Manager, LLC"},{"label":"Adam Bernier","detail":"Indirect owner: trustee of O'Brien Children 2006 Trust and a control person, since February 2015.","parent":"O'Brien Children 2006 Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Minnesota","offices":1,"addresses":[{"street":"5050 France Avenue South","city":"Edina","headquarters":true}]},{"state":"Texas","offices":1,"addresses":[{"street":"4800 Lakewood Drive","city":"Waco"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"612-254-6442","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":6},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/169245/PDF/169245.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Osp have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Osp offer?","answer":"Osp provides portfolio management for pooled vehicles.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Osp have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Osp?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Osp get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Osp?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}