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OSBORNE PARTNERS
OSBORNE PARTNERS CAPITAL MANAGEMENT LLC
CRD 108100 · SEC 801-56319
ONE EMBARCADERO CENTER, STE 4100, SAN FRANCISCO, CA, 94111, United States
Phone
415-362-5637
Fax
415-362-5996
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.65B
Discretionary AUM
$2.61B
Team
18 total employees; 14 advisory reps
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 276 | $148.3M |
| High net worth individuals | 428 | $2.16B |
| Pooled investment vehicles | 1 | $1 |
| Pension/profit sharing plans | 4 | $9.5M |
| Charitable organizations | 18 | $242.4M |
| State/municipal entities | 1 | $7.1M |
| Other investment advisers | 1 | $30.5M |
| Corporations/business entities | 5 | $49.1M |
States served
AZ, CA, CO, ID, IL, IN, LA, ME, MA, MN, NV, NY, OK, OR, PA, VA, MO, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD