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John Gray Youngman

Osprey Private Wealth LLC

New York, NY

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Current Employers
Osprey Private Wealth Llc

140 East 45Th Street Suite 15B, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-07-19
NY RA APPROVED 2024-07-17
  • CT RA
    APPROVED
    Since 2024-07-19
  • NY RA
    APPROVED
    Since 2024-07-17

Branch Locations

140 East 45Th Street Suite 15B, New York, NY 10017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Barrett Asset Management, Llc New York NY 05/2011 12/2023
Corient New York NY 02/2023 06/2024
Cipw Service Company, Llc Toronto 01/2023 07/2023
Corient Services Llc Miami FL 07/2023 06/2024
Segall Bryant & Hamill New York NY 11/2023 04/2024
Osprey Private Wealth Llc New York NY 07/2024 Present
  • 05/2011 → 12/2023
    Barrett Asset Management, Llc
    New York, NY
  • 02/2023 → 06/2024
    Corient
    New York, NY
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 07/2023 → 06/2024
    Corient Services Llc
    Miami, FL
  • 11/2023 → 04/2024
    Segall Bryant & Hamill
    New York, NY
  • 07/2024 → Present
    Osprey Private Wealth Llc
    New York, NY
Previous Registrations
  • 2023-02-16 → 2024-07-16
    Corient
    Miami, FL
    New York, NY
    New York, NY
    New York, NY
  • 2023-12-15 → 2024-06-03
    Segall Bryant & Hamill
    New York, NY
  • 2021-08-31 → 2023-12-06
    Barrett Asset Management, Llc
    New York, NY
Other Businesses

Trustee of family trusts.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-02-18
  • S63 Uniform Securities Agent State Law Examination
    1993-02-18

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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