Osprey Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$344,160,415
Clients
56
Advisors
3
of 6 employees
About
The firm provides discretionary and non-discretionary investment management and financial planning for individuals, trusts, and estates, with a client base that is concentrated among high-net-worth and multi-generational families. Financial planning is offered as either an integrated feature of ongoing portfolio management or as a standalone service, and the firm will, when appropriate, serve in fiduciary roles such as trustee or officer for client trusts and private foundations.
Portfolios are constructed as individually managed accounts using both fundamental and technical analysis, with primary allocations to large-cap equities, U.S. Treasury securities, corporate and municipal bonds, mutual funds and ETFs. The firm may employ limited option strategies—primarily writing covered calls and using puts for hedging—and can pursue both long- and short-term trading approaches and margin when appropriate to meet client objectives.
Formed in 2024 by principals with senior roles at established wealth-management firms, the firm manages a relatively small number of client relationships for a substantial asset base, resulting in larger, bespoke engagements compared with many peers. Its willingness to accept formal fiduciary responsibilities for family trusts and private foundations and to integrate planning and investment services on a tailored basis are features that distinguish it from many similarly sized advisors.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
Separate financial planning services fees may be negotiated based on hourly estimates/rates and charged quarterly in advance.
Account minimum: $1,000,000
Main office
140 East 45th Street, Suite 15 B
New York NY 10017
Advisors at this office
3
Most active in
Connecticut · Massachusetts · Michigan · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
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 five years of industry experience. He holds a Series 63 designation and previously worked at Segall Bryant & Hamill, Corient Services LLC, Corient, CIPW Service Company, LLC, and Barrett Asset Management, LLC. He also serves as a trustee of family trusts. Osprey Private Wealth provides discretionary and non-discretionary investment management and financial planning for high-net-worth individuals, trusts, and estates. The firm offers tailored investment portfolios and accepts fiduciary roles, such as trustee or officer, to serve multi-generational families.
Mariette C
CFP®, Series 63
New York, NY
Osprey Private Wealth LLC
Mariette Campbell is a CFP® professional with three years of industry experience, currently serving as an advisor at Osprey Private Wealth LLC. She is also the owner and principal of The Graeme Collaborative, LLC, a consulting business focused on financial coaching and literacy. Prior to her current roles, she worked at Barrett Asset Management, LLC and Inverness Counsel, LLC. Osprey Private Wealth LLC provides discretionary and non-discretionary investment management and financial planning primarily to high-net-worth and multi-generational families. The firm offers tailored portfolio management using fundamental and technical analysis and often assumes fiduciary roles for client trusts and private foundations.
John R
CFA®
New York, NY
Osprey Private Wealth LLC
John Roscoe is a CFA® charterholder with three years of industry experience. He is currently an advisor at Osprey Private Wealth LLC, where he has worked since 2025. His prior experience includes roles at Corient, Roosevelt Investments, and The Roosevelt Investment Group, Inc. Osprey Private Wealth LLC provides discretionary and non-discretionary investment management and financial planning primarily for high-net-worth and multi-generational families. The firm offers individually managed portfolios incorporating fundamental and technical analysis, combines planning with investment services, and often accepts fiduciary roles for client trusts and private foundations.
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