OSAIC INSTITUTIONS, INC.
MERIDEN, CT · CIK 914904 · 13F filing filed 2026-08-14
SEC-registered investment adviser since 2006 · corporation
- Assets managed$6.5bn
- Staff1,839 · 478 in investment roles
- Main clients (by assets)Individuals 69%, Charities 13%, Companies 12%
- Form ADV · 2026-08-18SEC adviser record
- Legal entityOsaic Institutions, Inc. (US)
- Part of Osaic Holdings, Inc. (US)
- Kindprivate equity, wealth
- Others nearbyBoston, MA, New York, NY, Meriden, CT, Scottsdale, AZ, Atlanta, GA, Cleveland, OH
- FamilyOSAIC HOLDINGS, INC. · 6 related pages · largest: OSAIC HOLDINGS, INC.
As an employer
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Meriden, CT (main office)United States | |
| Meridan, CTUnited States | 19 |
| New York, NY2 officesUnited States | 13 |
| Meridian, IDUnited States | 8 |
| South Windsor, CTUnited States | 8 |
| Concord, NH2 officesUnited States | 6 |
| Fargo, NDUnited States | 6 |
| Springfield, ILUnited States | 5 |
| Ellsworth, MEUnited States | 4 |
| Overland Park, KSUnited States | 4 |
| Pittsburgh, PAUnited States | 4 |
| Ridgefield, CTUnited States | 4 |
12 more cities
| Abingdon, VAUnited States | 3 |
| Agawam, MAUnited States | 3 |
| Canton, MAUnited States | 3 |
| Hanover, NHUnited States | 3 |
| Hyannis, MAUnited States | 3 |
| Macon, MOUnited States | 3 |
| Mystic, CTUnited States | 3 |
| Newtown, CTUnited States | 3 |
| Ravenna, OHUnited States | 3 |
| Southington, CTUnited States | 3 |
| St Paul, MNUnited States | 3 |
| Valdosta, GAUnited States | 3 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.
For Q2 2026 this manager filed a 13F notice: its holdings were reported by another manager.