SourcingSourcing

OSPREY CAPITAL MANAGEMENT CORP.

A80
CRD 172524·SEC 801-81060·MIAMI BEACH, FL
AUM
$197.2M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$592K
@ 30% margin
Est. Deal Value
$4.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OSPREY CAPITAL MANAGEMENT CORP.
CRD
172524
SEC file #
801-81060
EIN
—
DBA names
—

Economics

AUM
$197.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$210.0M → $197.2M▼ -6%
Client mix
—

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
MIAMI BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
02/18/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VASILIOU, BASIL, KIM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
VASILIOU, BASIL, KIM
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3565
Soi Zip Pct 200k Plus
0.204
Soi Zip Returns 200k Plus
4,200
Soi Zip Total AGI
13,120,891
Fdic Zip Total Deposits
77,396,647,000
Fdic Zip Branch Count
586
Fdic Zip Top Banks
Bank of America, National Association
Citibank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
NationsBank of Florida, N.A.Miami Beach, FL
Home Savings of America, FSBMiami Beach, FL
Fdic Zip HHI
889.1
Fdic Zip Top Bank Share Pct
21.54
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI65,118
Returns5,410
Stub 2
AGI134,580
Returns3,680
Stub 3
AGI156,450
Returns2,540
Soi Zip Total Business Income
232,467
Soi Zip Total Cap Gains
4,792,702
Soi Zip Total Dividends
526,977
Soi Zip Total Returns
20,590
Top Owner CRD
818771
Trust Company Affiliate
No

People (1)

1
VASILIOU, BASIL, KIM
Direct Owner · 87.5%
818771