Osborne Partners Capital Management, LLC
Osborne Partners Capital Management, LLC is a San Francisco-based SEC-registered investment adviser founded in 1937. The firm delivers sophisticated investment management, active financial planning, and family office services, managing over $2 billion in assets as of 12/31/2023. With approximately 20 employees and a leadership team averaging 15+ years with the company, Osborne Partners serves high-net-worth individuals, families, foundations, non-profits, and institutions nationwide.
Investment Strategy
Osborne Partners employs a multi-asset class approach, actively managing client portfolios across seven major asset classes. The firm eschews mutual funds and outside managers in favor of constructing portfolios mainly with individual securities, managed in-house by a team of CFA charterholders. Their philosophy emphasizes risk reduction, stock-like returns with less than 60% stock allocation, and high customization similar to large foundations and endowments. Active financial planning from experienced CFP professionals complements their investment management for each client. Their approach focuses on generating consistent returns, minimizing downside risk, and comprehensive, fee-only advisory solutions.
Top Holdings
Equity Positions (205)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEU | VANGUARD INTL EQUITY INDEX F | 6.89% | $129.5M | 1,926,907 | $59.57 | $67.22 | +$3.5M |
M MSFT | MICROSOFT CORP | 3.66% | $68.8M | 138,350 | $230.49 | $497.41 | +$15.4M |
A AAPL | APPLE INC | 3.22% | $60.6M | 295,218 | $76.35 | $205.17 | -$6.1M |
V VWO | VANGUARD INTL EQUITY INDEX F | 3.19% | $60.0M | 1,213,332 | $49.34 | $49.46 | +$6.5M |
E EWJ | ISHARES INC | 2.13% | $40.0M | 533,841 | $67.36 | $74.97 | +$5.3M |