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| Happy Holidays!! thanks for using AUM13F!! |
| Osbon Capital Management LLC
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|---|---|
| CRD # | 134731 |
| SEC # | 801-113245 |
| CIK # | 0001784418 |
| AUM | $181.5 M (2025-03-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 617-217-2772 |
| Address | 75 State Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cisco Systems Inc | 2.6 | ||
| SPDR Gold Trust | 1.5 | ||
| ETFS Gold Trust | 1.4 | ||
| Amazon Com Inc | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | 315 Investments I LLC | 2023-03-24 | 0.7 | |
| Other | 315 Orkila LLC | 2023-03-24 | 0.6 | |
| Other | 315 Talus LLC | 2023-03-24 | 1.5 | |
| HF | 1TAB Ventures LLC | 2022-03-17 | 2.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 66 | 177.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 4.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 238 | 181.5 |
| By Discretionary | ||
| Discretionary | 234 | 166.5 |
| Non-Discretionary | 4 | 15.0 |
| Total | 238 | 181.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.5 | |
| Total | 238 | 181.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001784418] |
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