SourcingSourcing

OSP, LLC

C29
CRD 169245·SEC 801-79268·EDINA, MN
AUM
$1.43B
$1B+
Est. Revenue
$14.3M
@ 1% on AUM
Est. EBITDA
$4.3M
@ 30% margin
Est. Deal Value
$34.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OSP, LLC
CRD
169245
SEC file #
801-79268
EIN
475425856
DBA names
O'brien-staley Partners

Economics

AUM
$1.43B
AUM band
$1B+
AUM trajectory
'20'26
$1.29B → $1.43B▲ +11%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
35
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
9 advisors → 15 advisors▲ +67%
Primary office
EDINA MN
Branches
—

Custodian & Brokerage

Primary custodian
Interactive Brokerslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
osp-group.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OSP, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
OSP, LP
ANDERSON, LEROI, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
OSP-GROUP.COM
Rdap Domain Creation Date
2011-12-30T16:49:41Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001657530
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2015-11-12
Edgar Last Filing Date
2015-11-12
Edgar Form D Count
1
Edgar Form D Offerings
2015-11-122015-11-12 · 0001657530-15-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Interactive Brokers10
E*trade4
Edgar Addresses
Mailing
217 SOUTH NEWTON AVENUEALBERT LEA, MN 56007
Business
217 SOUTH NEWTON AVENUEALBERT LEA, MN 56007
Edgar EIN
475425856
Edgar Recent Filings
D2015-11-12 · 0001657530-15-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-30T16:49:41Z
Rdap Domain Last Changed
2025-12-23T16:35:26Z
Rdap Nameservers
Ns65.domaincontrol.comNs66.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (5)

5
ANDERSON, LEROI, CHARLES
Executive Officer · 2.5%
7522990
BOWEN, YVETTE, MARIE
Executive Officer · 2.5%
7743529
O'BRIEN, EDGAR, GERALD
Executive Officer · 2.5%
1314522
SIKORA, JOHN, JOSEPH
Executive Officer · 2.5%
8020878
TERRENCE RILEY DEWITT
IAR
6529624