Investment adviser · CRD 162065

OSAGE INDUSTRIES

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

OSAGE INDUSTRIES, INC

BALA CYNWYD, PA, United States · Form ADV filed Mar 12, 2021

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

13 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

OSAGE UNIVERSITY PARTNERS III, LPVenture Capital Fund · Last reported Mar 12, 2021$270MGross asset value

Feeder funds

  • OUP III AFF PARTNERSHIP, LP
Auditor RSM US, LLP PHILADELPHIA, Pennsylvania, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

RSM US, LLP
PCAOB 49

Fund details & source
Fund ID
805-9609553564
Reported beneficial owners
196
Minimum commitment
$100K
Form D file number
021-314895

Form ADV 1509904 · Mar 12, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OSAGE UNIVERSITY PARTNERS II, LPVenture Capital Fund · Last reported Mar 12, 2021$243MGross asset value

Feeder funds

  • OUP II AFF PARTNERSHIP, LP
Auditor RSM US, LLP PHILADELPHIA, Pennsylvania, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

RSM US, LLP
PCAOB 49

Fund details & source
Fund ID
805-2846030925
Reported beneficial owners
182
Minimum commitment
$100K
Form D file number
021-226285

Form ADV 1509904 · Mar 12, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OSAGE VENTURE PARTNERS IV, LPVenture Capital Fund · Last reported Mar 12, 2021$123MGross asset value

Feeder funds

  • OVP IV AFF, LP
Auditor RSM US, LLP PHILADELPHIA, Pennsylvania, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

RSM US, LLP
PCAOB 49

Fund details & source
Fund ID
805-7910439954
Reported beneficial owners
115
Minimum commitment
$100K
Form D file number
021-250809

Form ADV 1509904 · Mar 12, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OSAGE VENTURE PARTNERS III, LPVenture Capital Fund · Last reported Mar 12, 2021$99.1MGross asset value

Feeder funds

Auditor RSM US, LLP PHILADELPHIA, Pennsylvania, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

RSM US, LLP
PCAOB 49

Fund details & source
Fund ID
805-4546327336
Reported beneficial owners
78
Minimum commitment
$100K
Form D file number
021-164927

Form ADV 1509904 · Mar 12, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OSAGE UNIVERSITY PARTNERS I, LPVenture Capital Fund · Last reported Mar 12, 2021$89.8MGross asset value

Feeder funds

  • OSAGE UNIVERSITY PARTNERS SEED FUND, LP
Auditor RSM US, LLP PHILADELPHIA, Pennsylvania, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

RSM US, LLP
PCAOB 49

Fund details & source
Fund ID
805-2134318792
Reported beneficial owners
99
Minimum commitment
$100K
Form D file number
021-142476

Form ADV 1509904 · Mar 12, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OSAGE VENTURE PARTNERS V, LPVenture Capital Fund · Last reported Mar 12, 2021$60.8MGross asset value

Feeder funds

  • OVP V AFF, LP

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-5054132012
Reported beneficial owners
80
Minimum commitment
$100K
Form D file number
021-353376

Form ADV 1509904 · Mar 12, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

OSAGE VENTURE PARTNERS III BRIDGE FUND, LPVenture Capital Fund · Last reported Mar 27, 2015$19.6MGross asset value

Form D fundraising filings

Osage Venture Partners III Bridge Fund, LP

Auditor MCGLADREY & PULLEN, LP PHILADELPHIA, Pennsylvania, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-5190174700
Reported beneficial owners
7
Minimum commitment
$0
Form D file number
021-153924

Form ADV 895959 · Mar 27, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 12, 2021. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

50 MONUMENT ROAD, SUITE 201
BALA CYNWYD, PA, 19004, United States

CRD 162065

Filing source

Form ADV 1509904 · Mar 12, 2021 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.