Osceola Capital Management (OCM) manages investments for privately offered investment funds. OCM makes investment decisions for these funds based on the objectives and strategies outlined in each fund's offering documents. OCM looks for businesses with experienced management, profitability, appropriate size, and low customer concentration. OCM does not tailor its services to the individual needs of investors within the funds.
Assets Under Management$360M
Clients3
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
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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