← Directory
OSMOSIS INVESTMENT MANAGEMENT US LLC
CRD 283049File 801-107781
APPROVED
Filing as of May 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$298.9M
Below cohort median (national)
Discretionary AUM
$298.9M
Clients
3
3 accounts
Employees
39
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- May 11, 2016
- Principal office
- 36-38 BOTOLPH LANE, LONDON, EC3R 8DE
- Phone
- +44 (0) 203 928 6555
- Website
- https://www.osmosisim.com/us
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $298.9M
- Discretionary AUM
- $298.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3
- Non-discretionary accounts
- 0
- Total accounts
- 3
- AUM per client
- $99.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 2 | $246.4M |
| Other investment advisers | Fewer than 5 | $52.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 35 | 39 | increased by4 |
| Jun 1, 2026 | Clients | 4 | 3 | decreased by1 |
| Jun 1, 2026 | AUM | $307,001,573 | $298,870,081 | decreased by$8,131,492 |
| Jun 1, 2026 | Accounts | 4 | 3 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 36 | 35 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Custody | Yes | No | |
| Dec 1, 2025 vs May 1, 2025 | AUM | $426,373,359 | $307,001,573 | decreased by$119,371,786 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 10 | 4 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 27 | 36 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $635,871,341 | $426,373,359 | decreased by$209,497,982 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 13 | 10 | decreased by3 |
| Jun 1, 2022 | Employees | 29 | 27 | decreased by2 |
| Jun 1, 2022 | Clients | 4 | 5 | increased by1 |
| Jun 1, 2022 | AUM | $623,726,262 | $635,871,341 | increased by$12,145,079 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OSMOSIS INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OSMOSIS INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.