Osv Currency Partners Inc. (Greenwich)


Osv Currency Partners Inc. is a large advisory firm based in Greenwich. It manages $1.3 billion of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2001.

Osv Currency Partners provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Osv Currency Partners: assets under management

The assets under management (AUM) of Osv Currency Partners Inc. is $1.3 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $1.3 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $50 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Osv Currency Partners Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Franz W. Schmadl Chief executive officer 1 Apr 1992 Other foreign

Based in Greenwich

The principal office where Osv Currency Partners Inc. performs its advisory services is located at 2 Greenwich Office Park, Greenwich, CT 06831, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 203-861-0995 or by fax 203-861-9750. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.osvpartners.com.