OSAIC INSTITUTIONS, INC.
SEC file number 801-67242
· MERIDEN, CT
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$3.63B
Discretionary AUM
$995.8M
Employees
722
Clients
25
Firm
- Address
- 538 PRESTON AVENUE
MERIDEN, CT 06450-4858 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Blue Owl GP Stakes Mosaic Feeder LP Low name-match confidence · CIK 2162596 · NY
- Cache Exchange Fund - Mosaic, LLC Low name-match confidence · CIK 2066805 · CA
- CellMosaic, Inc. Low name-match confidence · CIK 2037196 · MA
- CM Investments II LLC - CM Mosaic Fund II LLC Low name-match confidence · CIK 2046403 · CA
- EB5AN Mosaic Fund 40, LP Low name-match confidence · CIK 2125304 · PR
- Eigen Peak Mosaic Fund LP Low name-match confidence · CIK 2156251 · CA
- Lingotto Mosaic Fund I-A, LP Low name-match confidence · CIK 2018783 · NY
- Lingotto Mosaic Fund I-B, LP Low name-match confidence · CIK 2051625 · NY
- LINGOTTO MOSAIC FUND I-C, LP Low name-match confidence · CIK 2021852 · NY
- Mosaic Capital Investors II, L.P. Low name-match confidence · CIK 1841312 · NC
- Mosaic Exodus 1 LLC Low name-match confidence · CIK 2051175 · UT
- Mosaic Exodus 1, LLC Low name-match confidence · CIK 2127149 · UT
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Blue Owl GP Stakes Mosaic Feeder LP · D · Oct 28, 2026
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Eigen Peak Mosaic Fund LP · D · Oct 1, 2026
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EB5AN Mosaic Fund 40, LP · D/A · Sep 28, 2026$20M
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EB5AN Mosaic Fund 40, LP · D/A · Sep 14, 2026$20M
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Lingotto Mosaic Fund I-A, LP · D/A · Aug 18, 2026
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LINGOTTO MOSAIC FUND I-C, LP · D/A · Aug 18, 2026
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Cache Exchange Fund - Mosaic, LLC · D/A · May 5, 2026
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Mosaic Exodus 1, LLC · D · Apr 27, 2026$18M
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EB5AN Mosaic Fund 40, LP · D · Apr 13, 2026$20M
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Lingotto Mosaic Fund I-B, LP · D · Jan 8, 2026
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Lingotto Mosaic Fund I-A, LP · D/A · Aug 19, 2025
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LINGOTTO MOSAIC FUND I-C, LP · D/A · Aug 19, 2025
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Cache Exchange Fund - Mosaic, LLC · D · May 29, 2025
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CM Investments II LLC - CM Mosaic Fund II LLC · D/A · Feb 25, 2025$5M
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Mosaic Capital Investors II, L.P. · D/A · Jan 22, 2025
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Mosaic Exodus 1 LLC · D · Jan 8, 2025$18M