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- Custodian
- Fidelity/NFS · State Street
- Clients
- Retail and Institutional
- Platforms
- Focus alpha
- Established Date
- 05-03-2005
- Office Locations
- 2
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.
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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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JOHN FREDRICK OSBON
Chief Compliance Officer, Partner
- CRD
- #873118
Max Osbon
Owner and Managing Partner
- CRD
- --
Showing 2 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
Total SMA Asset: $201,432,109
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $402,307,515 | 10.4% |
| Cash | $1,214,659,228 | 31.4% |
| Other | $940,006,982 | 24.3% |
| U.S. Government/Agency | $1,311,367,764 | 33.9% |
| Total | $3,868,341,489 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE SIGNAL CAPITAL | INSIGHT FUSION | 8K85O1UCD | JME | 2.56% | $30,777,192 |
| FUSION FRONTIER GLACIER | FUSION PRIME | 49MJOBIY3 | ZEGMX | 1.97% | $33,482,212 |
| ALPHA GLACIER | ZENITH ALPHA | Y8IVQQCND | NCRAV | 1.91% | $11,952,151 |
| BRIDGE GLACIER DELTA | VECTOR BEACON | FEQSACK6Y | VUUE | 10.17% | $12,158,113 |
| VALUE BRIDGE PRIME | PIONEER WAVE | 9GX23TYGD | DVO | 0.61% | $34,073,514 |
| MATRIX PIONEER RADIAL | PIONEER FUSION | 8KV964QCN | TEDB | 11.13% | $96,751,222 |
| PIONEER VECTOR VECTOR | RADIAL LEGACY | BQBPU97YA | IZB | 5.58% | $81,934,088 |
| OAK ZENITH VERTEX | MOMENTUM UNISON | 4RCXL2B21 | IZI | 6.93% | $73,784,063 |