Osborne Partners Capital Management, LLC Email Format

Investment ManagementCalifornia, United States11-50 Employees

Osborne Partners Capital Management, LLC is an investment management firm based in San Francisco, California, with additional offices in the Silicon Valley. Privately held, the firm provides in-house investment management and active financial planning for families and institutions. Its investment team is made up of CFA charterholders who manage client portfolios in-house, following a style-agnostic discipline across six asset classes and without outsourcing to external managers.
On the planning side, each client works with a dedicated Wealth Counselor who is a CFP professional with at least ten years of experience. Wealth Counselors create customized financial plans, provide comprehensive financial guidance, and explain how multi-asset portfolios fit into clients' overall strategies. Osborne Partners Capital Management LLC operates as a registered investment adviser.

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