SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Osborne Partners
San Francisco, CA
Osborne Partners Capital Management LLC, CRD 108100
Firm filing updated August 18, 2026 ·
- $2.7BAssets
- 14Advisory staff
- 2,125Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals428
- Individuals276
- Charities18
- Corporations or other businesses5
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 276 | $148.3 million |
| High net worth individuals | 428 | $2.2 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $1 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $9.5 million |
| Charitable organizations | 18 | $242.4 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $7.1 million |
| Other investment advisors | Fewer than 5 clients | $30.5 million |
| Corporations or other businesses not listed above | 5 | $49.1 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$2.7 billion
- Accounts2,125
- Discretionary$2.6 billion · 2,094 accounts
- Non-discretionary$42.3 million · 31 accounts
People
- Employees18
- Advisory staff14
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
9 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Osborne Partners Capital Management LLC SEC-registered investment advisor. CRD 108100, SEC file 801-56319.
- Registered with the SEC as an investment advisor (status date on record: February 15, 1999).
Is Osborne Partners a fiduciary?
Short answer: Osborne Partners is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.