Osprey Private Wealth LLC
Osprey Private Wealth LLC is an SEC-registered investment adviser based in New York, NY. Founded by John Youngman in 2024, the firm provides discretionary asset management services primarily to high net worth individuals, leveraging decades of industry experience to tailor investment solutions to client needs. With a small professional staff, Osprey Private Wealth focuses on wealth management and personalized financial advice for a select clientele.
Investment Strategy
Osprey Private Wealth LLC employs a discretionary investment management approach, constructing portfolios for high net worth individuals with an emphasis on large-cap equities across technology, financials, and healthcare sectors. The firm’s philosophy blends fundamental analysis, risk management, and a long-term perspective, balancing growth opportunities with prudent diversification to meet clients’ individual goals.
Top Holdings
Equity Positions (65)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION COM | 7.67% | $21.1M | 113,150 | $137.09 | $186.58 | +$7.6M |
G GOOG | ALPHABET INC CAP STK CL C | 6.91% | $19.0M | 78,115 | $185.43 | $243.55 | +$8.5M |
J JPM | JPMORGAN CHASE & CO. COM | 5.61% | $15.4M | 48,910 | $244.90 | $315.43 | +$5.0M |
M META | META PLATFORMS INC CL A | 5.36% | $14.7M | 20,073 | $605.93 | $734.38 | +$3.1M |
V V | VISA INC COM CL A | 4.53% | $12.5M | 36,535 | $302.99 | $341.38 | +$2.7M |