Osprey Private Wealth provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 1–10 clients last fiscal year.
Osprey Private Wealth reports 58 clients. They include 44 high-net-worth individuals, 12 individual clients and 2 charitable organizations. Of its assets, 100.0% ($448M across 124 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 21% | <1% |
| High-net-worth individuals | 76% | 76% |
| Charitable organizations | 3% | 23% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 12 | $3.79M | 0.8% | $316K |
| High-net-worth individuals | 44 | $340M | 75.9% | $7.74M |
| Charitable organizations | 2 | $104M | 23.2% | $52.1M |
| Total | 58 | $448M | 100% | $7.73M |
- Clients
- 12
- Regulatory AUM
- $3.79M
- AUM share
- 0.8%
- Avg. per client
- $316K
- Clients
- 44
- Regulatory AUM
- $340M
- AUM share
- 75.9%
- Avg. per client
- $7.74M
- Clients
- 2
- Regulatory AUM
- $104M
- AUM share
- 23.2%
- Avg. per client
- $52.1M
Total
- Clients
- 58
- Regulatory AUM
- $448M
- AUM share
- 100%
- Avg. per client
- $7.73M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Osprey Private Wealth charges 0.75%–1.25% a year for its Investment Management Fees. The fee is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is included at no extra fee with investment management; separate planning is billed on hourly estimates, charged quarterly in advance.
John Youngman owns 50% to 75% of Osprey Private Wealth. The leadership team of Osprey Private Wealth includes Chief Operating Officer Constance Ruland. It has 6 employees, 2 of them in advisory roles.
Leadership
- Constance RulandChief Operating Officer
Mariette CampbellPartner & SR. Wealth Advisor- John YoungmanCEO and CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Osprey Private Wealth LLC
John Youngman
Control person · since March 2024
- Owns 50% to 75% of Osprey Private Wealth LLC
Mariette Campbell
Control person · since December 2025
Osprey Private Wealth’s regulatory assets grew Infinity× from $0 (April 2024) to $448M (June 2026); employees rose from 1 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $448M | 58 | 6 | 1 |
| March 2025 | $162M | 37 | 2 | 1 |
| April 2024 | $0 | 0 | 1 | 1 |
Besides its headquarters, Osprey Private Wealth has 0 offices, with 1 listed address in New York.
New York · 1 listed address
- 140 East 45th Street, Suite 15b, New YorkHQ
Contact and registration details
- Legal name
- Osprey Private Wealth LLC
- Headquarters
- 140 East 45th Street, Suite 15b, New York, NY 10017
- Website
- ospreypw.com
- Phone
- 646-907-5800
- @osprey-private-wealth
- SEC file
- 801-130350
- Structure
- Delaware LLC
- Fiscal year end
- December
Osprey Private Wealth uses Raymond James ($216M, 48%), Charles Schwab ($184M, 41%) and Wilmington Trust Investment Management ($48.7M, 11%) as custodians for its separately managed accounts. Osprey Private Wealth has custody of $448M in client assets for 58 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $216M48%
- Wilmington Trust Investment ManagementWilmington Trust Investment Management, LLC · Atlanta, GA · $48.7M11%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $184M41%
At year end, Osprey Private Wealth’s separately managed accounts were mostly in stocks (76%) and bonds (14%). Its reported 13F holdings for the quarter ended 30 June 2026 total $387M across 88 positions; the largest are Alphabet Inc. Cap Stk CL C (8.6%), Nvidia Corporation (7.0%) and JPMORGAN Chase & CO (5.0%).
What the accounts hold
- Stocks76%
- Funds3%
- Bonds14%
- U.S. government and agency bonds9%
- Investment grade corporate bonds5%
- Cash7%
Reported 13F holdings
- $387M
- Reported 13F value
- 88
- Positions
- 43.6%
- In the 10 largest
- +12.1%
- Value vs. prior quarter
- Alphabet Inc. Cap Stk CL C8.6%
- Nvidia Corporation7.0%
- JPMORGAN Chase & CO5.0%
- Visa Inc. Com CL A4.0%
- Abbvie Inc.3.9%
- Microsoft Corp.3.8%
- Apple Inc.2.9%
- Berkshire Hathaway Inc. Del CL B New2.8%
- Home Depot Inc.2.8%
- Johnson & Johnson2.8%
Together, the ten largest are 43.6% of reported value.
How many clients does Osprey Private Wealth have?
Osprey Private Wealth has 58 clients and manages $448 million for them, as of June 2026. They include 44 high-net-worth individuals, 12 individual clients and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 June 2026
What services does Osprey Private Wealth offer?
Osprey Private Wealth provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Osprey Private Wealth charge?
Osprey Private Wealth charges 0.75%–1.25% a year for its Investment Management Fees. The fee is negotiable.
Which custodians does Osprey Private Wealth use?
Osprey Private Wealth’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $216M, Charles Schwab & Co., Inc. (Westlake, TX), with $184M and Wilmington Trust Investment Management, LLC (Atlanta, GA), with $48.7M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 June 2026
How many financial advisors does Osprey Private Wealth have?
Osprey Private Wealth has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 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
What does Osprey Private Wealth invest in?
At the end of its last fiscal year, Osprey Private Wealth’s separately managed accounts held 76% exchange-traded equities, 9% U.S. government and agency bonds, 7% cash and equivalents, 5% investment grade corporate bonds and 3% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Osprey Private Wealth?
Osprey Private Wealth’s direct owners are John Youngman (50% to 75%) and Mariette Campbell (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 June 2026
How does Osprey Private Wealth get paid?
Osprey Private Wealth is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees 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 Osprey Private Wealth?
Osprey Private Wealth’s main office is at 140 East 45th Street, Suite 15b, New York, NY 10017. Its phone number is 646-907-5800. Its website is ospreypw.com.