$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
20 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2006
- Office Locations
- 1
Office Locations
-- Great Barrington MA
About Osher Capital Advisors, LLC
Osher Capital Advisors, LLC is an RIA serving families and entrepreneurs with financial planning and portfolio construction. The firm emphasizes customized asset allocation and risk-focused due diligence, and offers access to direct private equity and real estate deals outside of traditional fund structures. Custody includes Fidelity/NFS.
Team overview
-- AVG AGE
$6.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
20.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Vector Insight Crest alpha
Client Personas
Bridge
Custodian
Momentum matrix
Investment Themes
Ridge unison
Investment Vehicles
Zenith
Services
Peak Foundation
Owner & Executives
Y
YARON SADAN
President
- CRD
- --
- Ownership
- 75% or more
(267) 430-2343
value.horizon@elementcapital.com
in linkedin.com/in/fusion-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,000,000
Equity - Exchange:
52.1% Cash:
47.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,406,085,236 | 52.1% |
| Cash | $1,292,734,795 | 47.9% |
| Total | $2,698,820,031 | 100.0% |