other names

Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 10 11.11%
of those in investment advisory functions 8 14.29%
Registration SEC, Approved, 04/30/2021
Other registrations (1)
Former registrations

OSCEOLA CAPITAL MANAGEMENT, LLC

AUM* 362,785,931 17.04%
of that, discretionary 362,785,931 17.04%
Private Fund GAV* 362,785,931 0.43%
Avg Account Size 120,928,644 56.06%
SMA’s No
Private Funds 3 1
Contact Info 813 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
310M 266M 221M 177M 133M 89M 44M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$362,785,931

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Brochure Summary