AUMdb

Osmium Partners, Llc

State-registered Investment Adviser CRD 163789 · SEC file 802-114792 · San Anselmo, CA · WWW.OSMIUMPARTNERS.COM
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

AUM over time

$71.0M $158M
Apr 10, 2012 Jun 27, 2018

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026

Private funds (4)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $30.5M combined gross assets

FundTypeDomicileGross assetsOwners
Osmium Capital, Lp Hedge Fund Delaware $16.2M 49
Osmium Spartan, Lp Hedge Fund Delaware $7.6M 21
Osmium Diamond, Lp Hedge Fund Delaware $4.0M 13
Osmium Capital Ii, Lp Hedge Fund Delaware $2.6M 7

People (2)

NameRole / titleCredentialsWith firm sinceOwnership
Lewis, John, Hartnett Managing Member Aug 2002 (24y) 75% or more
Jain, Sameer, (Nmn) Chief Operating Officer And Chief Compliance Officer May 2014 (12y) Less than 5%

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Private funds (4, $30.5M gross assets)

FundTypeGross assetsMin. investmentOwners
Osmium Capital, Lp Hedge Fund $16.2M $250K 49
Osmium Spartan, Lp Hedge Fund $7.6M $250K 21
Osmium Diamond, Lp Hedge Fund $4.0M $500K 13
Osmium Capital Ii, Lp Hedge Fund $2.6M $1.0M 7

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 1.32 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

Not reported.

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.

View current Form ADV (SEC/IAPD) ↗