Osceola Capital Management

Osceola Capital Management, LLC (OCM) is a federally registered investment adviser established on April 2, 2014, with its principal place of business in Tampa, Florida. OCM specializes in providing discretionary investment advisory services to privately offered pooled investment vehicles exempt from registration under the Investment Company Act of 1940. The firm's investment strategy focuses on opportunities where target businesses exhibit attributes such as experienced management, profitability, appropriate size, and low customer concentration. OCM manages approximately $362,785,931 in regulatory assets under management as of December 31, 2024, all on a discretionary basis. The firm's fee structure includes a management fee based on a percentage of aggregate commitments held by investors, as well as expenses borne by the Fund related to organizational and offering costs, among others. OCM may also receive carried interest from the disposition of Fund investments. Investors in the Funds are typically required to be accredited investors or qualified clients, with minimum investments varying depending on the Fund. OCM acts as a fiduciary and has adopted a Code of Ethics to address and avoid potential conflicts of interest. The firm has not been involved in any legal or disciplinary events that would impact its advisory services or management integrity. OCM exercises investment discretion over the Funds' assets and undergoes an annual GAAP financial statement audit to comply with custody regulations.