OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC. is an SEC-registered investment adviser in Meriden, CT, registered since 2006. The firm manages $6.5 billion in assets, with $4.1...

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC. is an SEC-registered investment adviser in Meriden, CT, registered since 2006. The firm manages $6.5 billion in assets, with $4.1 billion managed on a discretionary basis. It employs 1839 staff and 478 investment advisers.

Website

osaicinstitutions.com

General information

Firm type

Asset Manager

What is known about OSAIC INSTITUTIONS, INC.'s investment strategy?

Public records do not detail a specific investment strategy for OSAIC INSTITUTIONS, INC. The firm's name suggests it manages institutional assets, but no documented asset-class mix, stage coverage, or fund structures have been disclosed in public sources.

Who leads OSAIC INSTITUTIONS, INC.?

No principals or leadership team members are publicly identified for OSAIC INSTITUTIONS, INC. Corporate filings in public records do not name the CEO or CIO.

Is OSAIC INSTITUTIONS, INC. regulated?

As a U.S. corporate entity serving institutional clients, OSAIC INSTITUTIONS, INC. likely operates under financial regulations applicable to asset managers. Specific regulatory filings or registrations are not visible in public records.

Does OSAIC INSTITUTIONS, INC. disclose its assets under management?

No. The firm does not publicly disclose an AUM figure. It is categorized as Undisclosed in available records.

What is the wealth origin behind OSAIC INSTITUTIONS, INC.?

The wealth origin is not disclosed. The firm is a corporate entity, not a family office, so wealth-origin information is irrelevant.

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