O'brien-Staley Partners

Fee-Only (% of Portfolio)

OSP, LLC manages investment vehicles called Value Funds and an Impact Strategy fund. These funds invest in out-of-favor assets, primarily commercial and industrial credits, small and medium-sized enterprises, and commercial real estate credits. OSP aims for superior risk-adjusted returns with low correlation to traditional investment strategies. The funds are private and not available for redemption before dissolution.

Assets Under Management$1.5B
Clients7
Advisors1
Avg. per Client$220M
Avg. per Advisor$1.5B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Advisors at this firm

O'brien-Staley Partners | TrueAdvisor