Osprey Private Wealth LLC (“Osprey”) is an SEC-registered investment adviser with its principal place of business located in New York, New York. Osprey Private Wealth LLC began conducting business in 2024. The Firm is 100% owned by John Youngman. Mr. Youngman has more than thirty years of wealth management experience advising multi-generational families on growing, preserving, and transferring wealth. Prior to founding Osprey, Mr. Youngman joined Barrett Asset Management in 2010 as a Partner and Managing Director, serving on Barrett’s Investment Committee and leading the firm’s Enhanced Equity Income Strategy. He later served on Barrett’s Executive Committee and assisted Barrett through its acquisition and integration into Corient Private Wealth in 2021. Mr. Youngman founded Osprey as an independent investment adviser that could offer its clients customized wealth management and financial planning. Our firm offers the following investment advisory services: Portfolio Management Services Our firm provides investment advisory services in the form of continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Osprey provides investment management through individually managed accounts. Osprey provides discretionary and non-discretionary portfolio management advisory services. Through personal discussions with clients, goals and objectives based on a client's particular circumstances are established. Investment advisory services are based on the needs and objectives of the client. Identifying clients' needs and priorities is the first step in the process of designing a portfolio. Whether a client's objective is growth of capital, income, liquidity, or conservation of capital in large part determines the investment strategy that will be selected. A client's parameters such as risk tolerance, marginal tax rate, and/or account restrictions, also figure prominently into portfolio construction. Osprey

then develops a client's personal investment guidelines and creates and manages a portfolio based on that policy. Clients may impose reasonable restrictions on investing in certain securities, types of securities, or industry sectors. Osprey also provides clients with wealth management services including financial planning. and ongoing investment management. Financial planning includes advice on goal setting, determining risk tolerance, retirement planning, IRA/qualified plan distributions, college funding, cash flow planning, estate and tax planning, insurance analysis, stock options, and charitable giving. On occasion. Depending on the client's goals, portfolios can be invested entirely in equities, fixed income, or a combination of both. The firm invests primarily in liquid securities including (a) stocks issued by companies with market capitalizations typically above $1 billion, (b) U.S. Treasury fixed income securities, and (c) corporate and municipal bonds. The firm also invests in exchange-traded funds (“ETFs”) and selected mutual funds. We may also employ the use of options, typically to sell options on underlying shares, to increase income. It is possible that we may use other types of options, such as puts to hedge individual positions. Our use of options will be fairly limited and used mostly to write covered call options. Our investment recommendations are not limited to any specific product or service offered by a broker-dealer or insurance company. Because some types of investments involve certain additional degrees of risk, they will only be implemented/recommended when consistent with the client's stated investment objectives, tolerance for risk, liquidity and suitability. Amount of Managed Assets AUM (discretionary): $ 0 AUM (non-discretionary): $ 0 Total AUM: $ 0 Date of AUM calculation: April 15, 2024 It is anticipated that our AUM will exceed $100 million within 120 days of the filing of this Brochure.