Osceola Capital Management, Llc
- Regulatory AUM
- $322M
- Discretionary
- $322M
- Clients
- 3
- Avg AUM / client
- $107M
- Accounts
- 3
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $322M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $361M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Osceola Fund I, Lp | Private Equity Fund | Florida | $240M | 19 |
| Osceola Fund Ii, Lp | Private Equity Fund | Delaware | $77.5M | 6 |
| Osceola Capital Holdings Ii, Lllp | Private Equity Fund | Florida | $44.1M | 68 |
| Osceola Capital Holdings, Lllp | Private Equity Fund | Florida | $0 | 0 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Babb, Michael, Alexander | Direct Owner Chairman | Apr 2014 (12y) | 50% – 75% | |
| Moe, Benjamin, Alan | Direct Owner Managing Partner | Apr 2014 (12y) | 50% – 75% | |
| Newbrander, William, Virgil | Executive Officer Partner, Chief Financial Officer And Chief Compliance Officer | Aug 2018 (8y) | Less than 5% | |
| Watkins, Patrick, Kelly | Executive Officer Partner | Aug 2018 (8y) | Less than 5% |
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, $361M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Osceola Fund I, Lp | Private Equity Fund | $240M | $500K | 19 |
| Osceola Fund Ii, Lp | Private Equity Fund | $77.5M | $1.0M | 6 |
| Osceola Capital Holdings Ii, Lllp | Private Equity Fund | $44.1M | $200K | 68 |
| Osceola Capital Holdings, Lllp | Private Equity Fund | $0 | $0 | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.6 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
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
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 26, 2026.
View current Form ADV (SEC/IAPD) ↗