Key facts
- OSAIC INSTITUTIONS, INC. is a other based in MERIDEN, CT.
- OSAIC INSTITUTIONS, INC. reports $7.4M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 35371- Regulatory AUM
- $7.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 1839
- Registered office
- MERIDEN, CT
- SEC status
- Approved
Discloses a disciplinary history on Form ADV.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See the whole book
- ·Watchlist + alerts for OSAIC INSTITUTIONS, INC.'s activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for OSAIC INSTITUTIONS, INC. are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is OSAIC INSTITUTIONS, INC.'s AUM?
- OSAIC INSTITUTIONS, INC. manages approximately $7.4M in assets.