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Seema Rajoura

Investment adviser representative at Osborne Partners
10 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

10 years in the industry.

  1. Osborne PartnersDec 2025 to now
  2. Osborne Partners Capital Management LLC.Aug 2024 to now
  3. NoneMay 2024 to Jul 2024
  4. Aurelius Legacy PartnersJun 2023 to Apr 2024
  5. Gideon Strategic PartnersJun 2021 to Jun 2023
  6. NoneNov 2019 to May 2021
  7. ContinentalSep 2018 to Oct 2019
  8. NoneMay 2018 to Aug 2018
  9. A3logicsFeb 2016 to Apr 2018

Exams passed

No exams in this record.

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
7795526
Firm CRD
108100
Advisor's SEC record (opens in a new tab)
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