Osmosis Investment Management Us LLC is a large advisory firm based in London. It manages $531.07 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Pennsylvania.
Osmosis Investment Management Us provides portfolio management for businesses and institutional clients and portfolio management for model portfolios. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Osmosis Investment Management Us LLC is $531.07 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 401% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Osmosis Investment Management Us LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Osmosis Investment Management Us is other investment advisers with 1 clients and $531.07 million of assets under management. Among the 7 most similar advisory firms, Osmosis Investment Management Us has the highest percentage of other investment advisers out of all clients.
The amount of regulatory assets under management is $531.07 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Osmosis Investment Management Us doesn't advise any private funds.
The company employs 18 people that are either part- or full-time employees. 72 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Andrew Galt Spangler joined the executive team most recently as the Vice President (Portfolio Manager) North America.
The principal office where Osmosis Investment Management Us LLC performs its advisory services is located at 36 38 Botolph Lane, London, Ec3 R 8 De, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number +44 (0) 203 928 6555 or by fax +44 (0) 203 928 6556. The normal business hours are 9-5 on Monday - Friday.