Sonia J Von berg
Investment adviser representative at Osborne Partners
15 yearsExperience
1 stateRegistered in
$2.7BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Osborne PartnersMar 2025 to now
- Osborne Partners Capital Management, LLCSep 2011 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Osborne Partners
Legal name: Osborne Partners Capital Management LLC
$2.7BAssets managed
734Clients
11Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7090524
- Firm CRD
- 108100