Overview
Assets Under Management: $12.6 billion
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 6,368
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 6,368
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.62
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 6,791
Discretionary Accounts: 6,791
Regulatory Filings
CRD Number: 144594
Last Filing Date: 2024-12-17 00:00:00
Website: https://osam.com