Osborne Partners Capital Management LLC is a large advisory firm based in San Francisco. It manages $1.45 billion of regulatory assets for 1,413 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arizona, California, Colorado, and 14 other states.
Osborne Partners Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Osborne Partners Capital Management LLC is $1.45 billion. The firm's AUM has grown by 302% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Osborne Partners Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, pooled investment vehicles, and corporations or other businesses. The largest group of clients of Osborne Partners Capital Management is high net worth individuals with 301 clients and $1.17 billion of assets under management. Among the 9 most similar advisory firms, Osborne Partners Capital Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.44 billion for 556 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Osborne Partners Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.
The company employs 23 people that are either part- or full-time employees. 65 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Justin Wellington Mcnichols has served as the Chief Investment Officer since 1 Apr 2000 and Deglin Francis Kenealy is the Chief Executive Officer of Osborne Partners Capital Management LLC family office. Alicia Wan Ling Cheng joined the executive team most recently as the Chief Compliance Officer.
The principal office where Osborne Partners Capital Management LLC performs its advisory services is located at 580 California St, San Francisco, CA 94104, which is also the mailing address of the firm. An additional office of the firm is in Carmel, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-362-5637 or by fax 415-362-5996. The normal business hours are 8:00a.m. to 4:30p.m. on Monday - Friday. You can find more information about the New York firm at osbornepartners.com.