DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
O•••••• C•••••• M•••••••••
Legal name O•••••• C•••••• M••••••••• L••
Latest filing Mar 26, 2026
First filing on the tape Mar 30, 2021 · 10 filings
SEC status approved since Apr 30, 2021
RAUM
$322M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$322M as of Mar 26, 2026
Mar 24, 2022$208M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 24, 20220 then
Employees (5.A)9 as of Mar 26, 2026
Mar 24, 20227 then
Private funds3 as of Mar 26, 2026
Mar 24, 20223 then
RAUM -11% over the last fiscal year+1.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $107MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -11%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$322M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| O•••••• F••• I• L• | Private Equity Fund | $240M | 19 | Mar 29, 2019 |
| O•••••• F••• I•• L• | Private Equity Fund | $77.5M | 6 | Mar 30, 2023 |
| O•••••• C•••••• H••••••• I•• L••• | Private Equity Fund | $44.1M | 68 | Mar 29, 2019 |
| O•••••• C•••••• H•••••••• L••• | Private Equity Fund | $0 | 0 | Mar 29, 2019 |
Owners and control persons
Schedule A and B, latest filing
- B•••• M••••••• A•••••••• · Direct Owner - Chairmancontrolsince 04/2014 · owns 50% to 75%
- M••• B•••••••• A••• · Direct Owner - Managing Partnercontrolsince 04/2014 · owns 50% to 75%
- N••••••••• W••••••• V••••• · Executive Officer - Partner, Chief Financial Officer And Chief Compliance Officercontrolsince 08/2018 · owns less than 5%
- W••••••• P••••••• K•••• · Executive Officer - Partnercontrolsince 08/2018 · owns less than 5%
Related persons
Schedule D 7.A
- O•••••• F••• I• G•• L••pooled vehicle sponsorn
- O•••••• F••• I• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 10 to 9Mar 27, 2025 to Mar 26, 2026
- Discretionary RAUM · $363M to $322MMar 27, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $363M to $322MMar 27, 2025 to Mar 26, 2026
- RAUM · $363M to $322MMar 27, 2025 to Mar 26, 2026
- Accounts · 4 to 3Oct 11, 2024 to Mar 27, 2025
- Pooled vehicle clients · 4 to 3Oct 11, 2024 to Mar 27, 2025
- Financial planning clients · unset to Oct 11, 2024 to Mar 27, 2025
- Private funds · 4 to 3Oct 11, 2024 to Mar 27, 2025
- Discretionary RAUM · $361M to $363MOct 11, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $361M to $363MOct 11, 2024 to Mar 27, 2025
- RAUM · $361M to $363MOct 11, 2024 to Mar 27, 2025
- Related adviser · false to trueOct 11, 2024 to Mar 27, 2025
- Advisory employees · 7 to 8Jul 6, 2023 to Mar 27, 2024
- Employees · 9 to 10Jul 6, 2023 to Mar 27, 2024
- Discretionary RAUM · $310M to $361MJul 6, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $310M to $361MJul 6, 2023 to Mar 27, 2024
- RAUM · $310M to $361MJul 6, 2023 to Mar 27, 2024
- Accounts · 3 to 4Nov 4, 2022 to Mar 30, 2023
- Pooled vehicle clients · 3 to 4Nov 4, 2022 to Mar 30, 2023
- Assets in custody · 207520927.0 to unsetNov 4, 2022 to Mar 30, 2023
- Custody of client assets · true to falseNov 4, 2022 to Mar 30, 2023
- Employees · 7 to 9Nov 4, 2022 to Mar 30, 2023
- Private funds · 3 to 4Nov 4, 2022 to Mar 30, 2023
- Discretionary RAUM · $208M to $310MNov 4, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $208M to $310MNov 4, 2022 to Mar 30, 2023
- RAUM · $208M to $310MNov 4, 2022 to Mar 30, 2023
- Advisory employees · 6 to 7Apr 30, 2021 to Mar 24, 2022
- Assets in custody · $159M to $208MApr 30, 2021 to Mar 24, 2022
- Employees · 8 to 7Apr 30, 2021 to Mar 24, 2022
- Discretionary RAUM · $159M to $208MApr 30, 2021 to Mar 24, 2022
- Pooled vehicle RAUM · $159M to $208MApr 30, 2021 to Mar 24, 2022
- RAUM · $159M to $208MApr 30, 2021 to Mar 24, 2022
- Private funds · 6 to 3Mar 30, 2021 to Apr 30, 2021
Signals
3 dated events
- O•••••• C•••••• M••••••••• reported RAUM $310.0M, up 49% from $207.5M (2022-11-04 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Erik James Sewell (Executive Officer - Vice President) no longer on Schedule A of O•••••• C•••••• M••••••••• (listed 2021-03-30, absent 2021-04-30)Apr 30, 2021 · Control person left · inference
- O•••••• C•••••• M••••••••• filed its initial SEC registration (Form ADV)Mar 30, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- O•••••• C•••••• M••••••••• · Independent Sponsorsshared crd · capital_provider
- O•••••• C•••••• M••••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/osceola-capital-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- o••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 813-792-6559reportedpublic record, Form ADV, Mar 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026