Ozsan, Gregori And Company, LLC (Clearwater)

Ozsan, Gregori And Company, LLC is a large advisory firm based in Clearwater. It manages $893 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Florida.

Ozsan, Gregori And Company provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ozsan, Gregori And Company: assets under management

The assets under management (AUM) of Ozsan, Gregori And Company, LLC is $893 million. The firm's AUM has grown by 0% since the beginning of its operation, and $893 million of the total AUM is attributable to clients outside of the United States.

The firm manages $134.77 million in discretionary accounts and $758.23 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $134.77 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $758.23 million.

Investments

The firm invests in exchange traded securities the most. They account for 56% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 12% of the firm’s portfolio. Investments in government bonds form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ozsan, Gregori And Company, LLC for their services and products based on fixed fees and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ozsan, Gregori And Company, LLC

The company employs 2 people that are either part- or full-time employees. 50 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.

Direct owners and executive officers

Based in Clearwater

The principal office where Ozsan, Gregori And Company, LLC performs its advisory services is located at 200 North Garden Avenue, Clearwater, FL 33755 4187, 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 727-204-9390. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at ogco.us and its LinkedIn profile.

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