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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Ridge unisonBridge focus
- Established Date
- 10-12-2007
- Office Locations
- 1
Office Locations
About Osborne Capital Management
Osborne Partners (OPCM) is a registered investment adviser founded in 1937 delivering comprehensive wealth management, combining investment management with active financial planning. The firm serves ultra- and high-net-worth families, retirement planners, institutions, and foundations/non-profits with tailored multi-asset portfolios, including ETF and fixed-income exposure. Bay Area-based with clients across 30 states and a team that includes employee-owners.
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Owner & Executives
GARDNER CLARK OSBORNE
Managing Member
- CRD
- #5124102
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $27,430,000 | -- |
| Total | $27,430,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,430,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $171,291,449 | 19.6% |
| Corporate - Investment Grade | $214,114,311 | 24.5% |
| Cash | $212,366,439 | 24.3% |
| U.S. Government/Agency | $133,712,202 | 15.3% |
| Municipal Bonds | $142,451,563 | 16.3% |
| Total | $873,935,964 | 100.0% |