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- Custodian
- Fidelity/NFS · State Street
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-03-2005
- Office Locations
- 1
Office Locations
About Osbon Capital Management, LLC
Osbon Capital Management is a Boston-based independent investment manager offering family office services to wealthy families and entrepreneurs. The firm builds customized, research-driven portfolios and complements public-market allocations—often implemented with ETFs—with access to private equity, private credit, real estate, direct investments, and venture capital. Custody is reported through providers such as Fidelity/NFS.
Reported data analysis
What the numbers show
Between August 14, 2025 and March 11, 2026, reported AUM increased 13.1%, from $181.5M to $205.3M.
Across 5 reported observations, AUM increased 35.7% between March 17, 2022 and March 11, 2026, from $151.3M to $205.3M.
Of the latest reported AUM, 91.3% is discretionary and 8.7% is non-discretionary.
The firm reports 2 advisory representatives and 57 clients, or 28.5 clients per representative. That equates to $3.6M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Osbon Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JON MAXWELL OSBON
Managing Member, Partner
- CRD
- #6244193
- Ownership
- 75% or more
JOHN FREDRICK OSBON
Chief Compliance Officer, Partner
- CRD
- #873118
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Dan Cappucci
Investment Operations & Reporting Manager
- CRD
- --
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $187,447,400 | $794,269 |
| Non-Discretionary | $17,851,567 | $4,462,892 |
| Total | $205,298,967 | $855,412 |
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Separately Managed Accounts
SMA allocation detail is available
Osbon Capital Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Osbon Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.