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OSP, LLC, CRD 169245
EDINA, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| TERRENCE RILEY DEWITT | n/a | WACO, TX | 11 | 11 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| OSP VALUE FUND IV, LP | Other Private Fund | $679M | Dec 17, 2024 | 86 | Mar 30, 2023 | reported | n/a |
| OSP VALUE FUND III, LP | Other Private Fund | $544M | Dec 17, 2024 | 61 | Mar 27, 2020 | reported | 021-367035 |
| OSP VALUE FUND II, LP | Other Private Fund | $206M | Dec 17, 2024 | 69 | Mar 31, 2017 | reported | 021-286431 |
| OSP VALUE FUND II-B, LP | Other Private Fund | $174M | Jan 4, 2021 | 37 | Mar 27, 2020 | dropped | n/a |
| OSP VALUE FUND III-B, LP | Other Private Fund | $102M | Dec 17, 2024 | 16 | Mar 27, 2020 | reported | 021-367036 |
| OSP VALUE FUND, LP | Other Private Fund | $78.3M | Dec 17, 2024 | 46 | Feb 21, 2014 | reported | 021-221504 |
| OSP VALUE FUND IV-B, LP | Other Private Fund | $33.6M | Dec 17, 2024 | 12 | Mar 30, 2023 | reported | n/a |
| OSK IMPACT HOLDINGS, LLC F/K/A OSP FIXED INCOME IMPACT FUND, LP | Other Private Fund | $30.0M | Dec 17, 2024 | 5 | Mar 29, 2016 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ANDERSON, LEROI, CHARLES | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | Na | yes | 12/2021 | Mar 29, 2022 | Dec 17, 2024 |
| BERNIER, ADAM, JOSEPH | Trustee | F | yes | 02/2015 | Feb 21, 2014 | Dec 17, 2024 |
| BOWEN, YVETTE, MARIE | CHIEF HUMAN RESOURCES OFFICER | Na | yes | 04/2023 | May 16, 2023 | Dec 17, 2024 |
| O'BRIEN CHILDREN 2006 TRUST | LIMITED PARTNER | C | yes | 08/2014 | Sep 22, 2014 | Dec 17, 2024 |
| O'BRIEN, EDGAR, GERALD | MANAGING MEMBER | D | yes | 08/2014 | Feb 21, 2014 | Dec 17, 2024 |
| O'BRIEN, EDGAR, GERALD | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | Na | yes | 06/2012 | Feb 21, 2014 | Dec 17, 2024 |
| OSP MANAGER, LLC | GENERAL PARTNER | F | yes | 08/2014 | Sep 22, 2014 | Dec 17, 2024 |
| OSP, LP | MANAGING MEMBER | E | yes | 08/2014 | Sep 22, 2014 | Dec 17, 2024 |
| SIKORA, JOHN, JOSEPH | CHIEF FINANCIAL OFFICER | Na | yes | 12/2024 | Dec 17, 2024 | Dec 17, 2024 |
| STALEY, WARREN, R. | MANAGING MEMBER | D | yes | 08/2014 | Feb 21, 2014 | Dec 17, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| AMERICAN DEPOSIT MANAGEMENT LLC | n/a | n/a | n/a | Y | yes | n/a |
| OSP GP I, LLC | n/a | n/a | n/a | Y | yes | n/a |
| OSP GP II, LLC | n/a | n/a | n/a | Y | yes | n/a |
| OSP GP III-B, LLC | n/a | n/a | n/a | Y | yes | n/a |
| OSP GP III, LLC | n/a | n/a | n/a | Y | yes | n/a |
| OSP GP IV-B, LLC | n/a | n/a | n/a | Y | yes | n/a |
| OSP GP IV, LLC | n/a | n/a | n/a | Y | yes | n/a |
| OSP INSURANCE, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Waco | TX | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $1.4B | $1.4B | 35 | 15 | 1 | 6 | n/a |
| 2024 | Mar 31, 2025 | $1.5B | $1.5B | 30 | 13 | 1 | 7 | n/a |
| 2023 | Mar 27, 2024 | $1.7B | $1.7B | 32 | 13 | 1 | 7 | $1.7B |
| 2022 | Mar 30, 2023 | $1.1B | $1.1B | 32 | 13 | 1 | 7 | $1.1B |
| 2021 | Mar 29, 2022 | $1.3B | $1.3B | 29 | 13 | 1 | 5 | $1.3B |
| 2020 | Mar 18, 2021 | $1.5B | $1.5B | 24 | 11 | 1 | 5 | $1.5B |
| 2019 | Mar 27, 2020 | $1.4B | $1.4B | 19 | 9 | 1 | 6 | $1.4B |
| 2018 | Mar 30, 2019 | $1.3B | $1.3B | 19 | 9 | 2 | 3 | $1.3B |
| 2017 | Mar 28, 2018 | $1.2B | $1.2B | 20 | 10 | 2 | 3 | $610M |
| 2016 | Mar 31, 2017 | $619M | $619M | 19 | 10 | n/a | 3 | $610M |
| 2015 | Mar 29, 2016 | $579M | $579M | 17 | 8 | n/a | 2 | $579M |
| 2014 | Mar 24, 2015 | $262M | $262M | 12 | 5 | n/a | 1 | $262M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.4B | $1.5B | -6.1% | $1.1B | 7.7% | 35 | 30 | 1 | 1 |