$2.7B Total AUM
$2.6B Disc. AUM
9.9% 3Y CAGR
18 Employees
734 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Signal optimaBridge +more
- Established Date
- 02-15-1999
- Office Locations
- 3
Office Locations
525 Middlefield RD, STE 150 Menlo Park CA
ONE Embarcadero Center STE 4100 SAN Francisco CA
-- Pleasanton CA
About Osborne Partners
Osborne Partners is a Bay Area registered investment adviser delivering comprehensive wealth management—investment management paired with active financial planning. Serving ultra- and high-net-worth families, retirees, institutions, and private foundations/nonprofits, the team builds tailored multi-asset portfolios (often using ETFs, public funds, and fixed income). Founded in 1937, it remains employee-owned with clients across 30 states.
Team overview
41 AVG AGE
$189.4M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
6.9 yrs AVG TENURE
18 Employees
14 Advisory Reps
8 RIA Reps
27yrs Firm Age
Insights
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Accredited Investors
Zenith foundation
Asset Classes
Fusion optima Optima Eagle wave Meridian Wave summit Prime crest Prime timber Glacier momentum Momentum pathway Element vertex
Client Personas
Vital atlas
Custodian
Zenith Insight Horizon Capital horizon Harbor element Glacier
Investment Themes
Quantum catalyst Crest Glacier radial
Investment Vehicles
Catalyst quantum
Platform
Vertex insight Pathway
Services
Delta harbor Fusion Oak ridge Insight Crest vertex Delta Unison harbor Atlas Foundation Harbor harbor Optima signal Vertex
Technology
Harbor matrix Ridge zenith Atlas Catalyst
Owner & Executives
J
JUSTIN WELLINGTON MCNICHOLS
Chief Investment Officer, PORTFOLIO MANAGER, PRINCIPAL
- CRD
- --
- Ownership
- 25% but less than 50%
(459) 840-4450
wave.horizon@summitcapital.com
in linkedin.com/in/wave-atlas
CHARLES JOSEPH ELSE
Managing Director, PRINCIPAL
- CRD
- #4372469
- Ownership
- Less than 5%
(704) 473-5924
north.vertex@peakcapital.com
in linkedin.com/in/optima-legacy
E
Eagle horizon
Delta zenith
- CRD
- #30176
- Ownership
- 4.0%
(281) 341-2663
crest.pathway@bridgecapital.com
in linkedin.com/in/atlas-meridian
Showing 2 of 6 owners & executives
Unlock allContacts
M
MELISSA KATHRYN JONES
--
- CRD
- #7168899
(456) 529-7100
crest.foundation@eaglecapital.com
in linkedin.com/in/summit-capital
THOMAS ANTHONY PIRO
Agent
- CRD
- #6293895
(527) 494-8023
crest.wave@legacycapital.com
in linkedin.com/in/timber-element
F
Foundation wave
Legacy momentum
- CRD
- #61177
(424) 679-6296
fusion.radial@unisoncapital.com
in linkedin.com/in/peak-pioneer
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,609,009,704 | $1,245,945 |
| Non-Discretionary | $42,257,848 | $1,363,156 |
| Total | $2,651,267,552 | $1,247,655 |
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Separately Managed Accounts
Total SMA Asset: $2,651,267,551
Equity - Exchange:
19.5% Public Funds:
6.2% Corporate - Investment Grade:
23.2% Cash:
20.7% Municipal Bonds:
4.4% Corporate - Non-Investment Grade:
8.1% Equity - OTC:
9.0% Other:
8.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,037,680,096 | 19.5% |
| Public Funds | $329,929,056 | 6.2% |
| Corporate - Investment Grade | $1,234,573,242 | 23.2% |
| Cash | $1,101,537,332 | 20.7% |
| Municipal Bonds | $234,143,201 | 4.4% |
| Corporate - Non-Investment Grade | $431,036,347 | 8.1% |
| Equity - OTC | $478,929,275 | 9.0% |
| Other | $473,607,839 | 8.9% |
| Total | $5,321,436,388 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| WAVE ATLAS | MOMENTUM VECTOR | VRJPQG3NN | AJAPC | 6.65% | $17,551,129 |
| CREST ATLAS | EMBER CREST | 4R0NY3EJH | CUZ | 5.30% | $37,250,343 |
| PEAK RIDGE CREST | PIONEER CREST | IW63SZJ2L | XOD | 2.17% | $35,613,782 |
| MERIDIAN OAK | MATRIX GLACIER | 1GDIMZY9K | WOU | 12.21% | $13,580,343 |
| SUMMIT NORTH | PEAK ELEMENT | EFI9AU1OS | SBV | 1.51% | $36,296,939 |
| UNISON FUSION | ELEMENT BRIDGE | VOEMUSUAU | QDSG | 4.74% | $49,238,689 |
| HARBOR BEACON TIMBER | SUMMIT QUANTUM | STDB3AWVI | JHF | 9.14% | $11,028,744 |
| RIDGE MOMENTUM | MATRIX NORTH | Y8XAV89M8 | ZALZ | 11.02% | $16,145,932 |