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O'Brien-Staley Partners
O'Brien-Staley Partners (OSP) was founded in 2010 by industry veterans Jerry O'Brien and Warren Staley.
O'Brien-Staley Partners
O'Brien-Staley Partners (OSP) was founded in 2010 by industry veterans Jerry O'Brien and Warren Staley. The firm was designed from inception to operate across four discrete financial business strategies — alternative asset management, market-rate impact investing, nationwide loan servicing, and deposit management — rather than as a single-strategy fund. O'Brien and Staley brought their respective track records in credit-intensive investing and institutional governance, anchoring the firm in the disciplines they had built over prior decades. The alternative-asset strategy targets complex situations and divestitures, operating across private credit and real estate. The firm's loan-servicing platform, a rare structural feature for an investment manager of its kind, gives it a direct window into borrower behavior and collateral performance, informing its sourcing and underwriting. OSP's impact-investing line pursues market-rate returns, signaling a dual-fiduciary approach rather than a concessionary one. The geographic focus is domestic, with investments typically concentrated in the United States. Operational scale is not publicly disclosed. The headquarters remain in Edina, Minnesota, consistent with the firm's Midwestern origin. The team is built around credit and servicing expertise, though OSP does not publish a professional headcount. Adjacent to its fund-management activities, the firm operates a nationwide loan-servicing business and a deposit-management function — both unusual adjacencies that create operational income streams separate from management and performance fees. No recent transaction announcements or personnel moves were verifiable from public sources in the last 24 months. The structural differentiator is a vertically integrated model that combines a credit fund manager with a loan-servicing operation and a deposit-management platform. This architecture gives OSP a direct operational role in the loan lifecycle, from origination and restructuring through servicing, rather than relying solely on third-party servicers — a configuration typically found inside banks, not boutique asset managers.
General information
Firm type
Generalist
Year founded
2010
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Edina
Corporate office
3948 W. 49½ Street, Box 24794, Edina, Minnesota 55424, United States
Principals
Jerry O'Brien
Co-Founder
Warren Staley
Co-Founder
Sector focus
Frequently asked questions
Who runs investment decisions at O'Brien-Staley Partners?
Co-founders Jerry O'Brien and Warren Staley lead the firm, and their public profiles indicate a direct, hands-on role in the investment process. The firm's credit discipline is tightly aligned with their personal track records. OSP has not disclosed a separate CIO or a tier of sector heads in public materials.
How does O'Brien-Staley Partners source deal flow?
OSP's nationwide loan-servicing platform provides a proprietary origination channel and real-time insight into credit performance unavailable to firms without a servicing operation. The firm also targets complex situations and divestitures, suggesting relationships with banks, special-situation desks, and corporate sellers. Sourcing combines the servicing unit's pipeline with the founders' long-established industry networks.
Is O'Brien-Staley Partners a family office?
No. O'Brien-Staley Partners is structured as an alternative asset manager, not a single-family or multi-family office. The firm raises and deploys third-party capital across its four business lines and does not present itself as a vehicle for the founders' personal wealth.
Does OSP participate in fund commitments or only direct deals?
Public documentation does not specify whether OSP invests through commingled funds, separately managed accounts, or a mix. The firm describes its alternative-asset strategy as targeting complex situations and divestitures, a profile that typically involves direct or co-investment structures alongside fund commitments. No detailed fund-formation disclosures are available.
How is the impact-investing strategy separated from the value-investing strategy?
OSP markets impact investing and value investing as distinct business lines. The impact strategy explicitly targets market-rate returns, positioning it as a dual-fiduciary mandate rather than a concessionary ESG carve-out. Governance and capital allocation between the two strategies are not publicly detailed.
What role does the deposit-management business play?
OSP's deposit-management platform functions as a separate operational unit, generating fee income outside traditional asset-management economics. The platform likely serves institutional or high-net-worth depositors, though exact clients and volume are undisclosed. This line diversifies revenue and deepens the firm's balance sheet-adjacent capabilities.
Where are the underlying assets typically located?
OSP's investments are domestically oriented. The firm is headquartered in Edina, Minnesota, and its servicing platform operates nationwide within the United States. International allocations have not been disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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