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Private equityFirmhybrid manager · probableunsized

O'Brien-Staley Partners

Private Equity

Edina, MN

O'Brien-Staley Partners operates across four discrete financial business strategies: alternative asset management; market-rate impact investing; nationwide loan servicing; and deposit management.

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Search this name across graphsid dfx:pe:751b86dd-d70a-4ac4-a4e5-249cb7345899

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 12:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 21
Dated events: 11
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
28 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

O'Brien-Staley Partners

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

O'BRIEN-STALEY PARTNERS

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 3
PE funds: 0
Vintages: 2016 to 2017
Regulatory AUM: $1.7B
Investments: 0
Active investments: 0
Size band: UNSIZEDderivedno Private Equity Fund GAV on a filing from 2021 or later
Latest ADV filing: Dec 17, 2024
Employees (ADV): 32
Website: osp-group.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
OSP Value Fund II, LP	2017	Harvest	Other Private Fund	n/a	$206M
OSP Fixed Income Impact Fund, LP	2016	Harvest	Other Private Fund	n/a	$30.0M
OSP Value Fund LP	n/a	Harvest	Other Private Fund	n/a	$78.3M

Relationships

Employs (13)

→ Tina Love-JensenPersonOperations
factThe subject's own site
→ Yvette Marie BowenPersonChief Human Resources Officer
Apr 1, 2023 to presentfactForm ADV, The subject's own site
→ Alyssa Cheatham, CFA, CAIAPersonInvestor Relations
factThe subject's own site
→ Adam Joseph BernierPersonTrustee
Feb 1, 2015 to presentfactForm ADV, The subject's own site
→ Chess PattersonPersonDirector, Investments
factThe subject's own site
→ Jennifer WieteckiPersonOperations
factThe subject's own site
→ Kari HenryPersonOperations
factThe subject's own site
→ Jerry O’BrienPersonCEO & CIO
factThe subject's own site
→ Edgar Gerald ObrienPersonManaging Member
Aug 1, 2014 to presentfactForm ADV
→ Warren R. StaleyPersonManaging Member
Aug 1, 2014 to presentfactForm ADV
→ Leroi Charles AndersonPersonChief Compliance Officer; Chief Operating Officer
Dec 1, 2021 to presentfactForm ADV
→ John Joseph SikoraPersonChief Financial Officer
Dec 1, 2024 to presentfactForm ADV
→ Kari Ann EmterPersonChief Human Resources Officer
Jul 1, 2022 to May 16, 2023inferenceForm ADV

Manages (3)

→ OSP Value Fund II, LPFundOther Private Fund
Mar 31, 2017 to presentfactForm ADV
→ OSP Value Fund LPFundOther Private Fund
Feb 21, 2014 to presentfactForm ADV
→ OSP Fixed Income Impact Fund, LPFundOther Private Fund
Mar 29, 2016 to presentfactForm ADV

Owns (3)

← OSP, LPFirmManaging Member
Aug 1, 2014 to presentfactForm ADV
← O'Brien Children 2006 TrustFirmLimited Partner
Aug 1, 2014 to presentfactForm ADV
← OSP Manager, LLCFirmGeneral Partner
Aug 1, 2014 to presentfactForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 1, 2024
Person joined
John Joseph Sikora joined Schedule A of O'Brien-Staley Partners as Chief Financial Officer
Form ADVobserved 7 days ago
Occurred
May 16, 2023
Person left
Kari Ann Emter (Chief Human Resources Officer) no longer on Schedule A of O'Brien-Staley Partners
Form ADVobserved 7 days ago
Occurred
Apr 1, 2023
Person joined
Yvette Marie Bowen joined Schedule A of O'Brien-Staley Partners as Chief Human Resources Officer
Form ADVobserved 7 days ago
Occurred
Jul 1, 2022
Person joined
Kari Ann Emter joined Schedule A of O'Brien-Staley Partners as Chief Human Resources Officer
Form ADVobserved 7 days ago
Occurred
Jun 30, 2022
Firm news
O'Brien-Staley Partners Finalizes Acquisition of American Church Mortgage Company Assets
The subject's own siteobserved 3 days ago
Occurred
Dec 1, 2021
Person joined
Leroi Charles Anderson joined Schedule A of O'Brien-Staley Partners as Corporate Secretary
Form ADVobserved 7 days ago
Occurred
Feb 9, 2016
Firm news
Ex-St.Paul Foundation CEO Carleen Rhodes joins investment firm OSP
The subject's own siteobserved 3 days ago
Occurred
Feb 21, 2014
Adviser first adv filing
O'Brien-Staley Partners first filed Form ADV in the extract (IA)
Form ADVobserved 7 days ago

Show 3 bookkeeping events

Occurred
Mar 31, 2017
OSP Value Fund II, LP first reported on Form ADV by O'Brien-Staley Partners (Other Private Fund)
Occurred
Mar 29, 2016
OSP Fixed Income Impact Fund, LP first reported on Form ADV by O'Brien-Staley Partners (Other Private Fund)
Occurred
Feb 21, 2014
OSP Value Fund LP first reported on Form ADV by O'Brien-Staley Partners (Other Private Fund)

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Tina Love-Jensen (Operations), Yvette Marie Bowen (Chief Human Resources Officer), Alyssa Cheatham, CFA, CAIA (Investor Relations), Adam Joseph Bernier (Trustee), Chess Patterson (Director, Investments), Jennifer Wietecki (Operations), Kari Henry (Operations), Jerry O’Brien (CEO & CIO), Edgar Gerald Obrien (Managing Member), Warren R. Staley (Managing Member), Leroi Charles Anderson (Chief Compliance Officer; Chief Operating Officer), John Joseph Sikora (Chief Financial Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:751b86dd-d70a-4ac4-a4e5-249cb7345899
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

O'Brien-Staley Partners

Private Equity

Edina, MN

O'Brien-Staley Partners operates across four discrete financial business strategies: alternative asset management; market-rate impact investing; nationwide loan servicing; and deposit management.

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:751b86dd-d70a-4ac4-a4e5-249cb7345899

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 21, 2026, 12:50 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

OSP Value Fund II, LP

2017

Harvest

Other Private Fund

n/a

$206M

OSP Fixed Income Impact Fund, LP

2016

Harvest

Other Private Fund

n/a

$30.0M

OSP Value Fund LP

n/a

Harvest

Other Private Fund

n/a

$78.3M