Osbon Capital Management LLC

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Assets, Funds, Holdings

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Osbon Capital Management LLC
✚
CRD #134731
SEC #801-113245
CIK #0001784418
AUM 205.3 M (2026-03-11)
Employees 3 (67% Investors, 0% Brokers)
Fees
Minimum
Phone617-217-2772
Address75 State Street
Boston, MA 02109
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($M)
2502001501005002004201120192027
CIK Period
0001784418
Sector Form 13F Holdings Value ($M)
Cisco Systems Inc 3.9
Cloudflare Inc 3.4
American Capital Agency Corp 3.2
Blackstone Secured Lending Fund 2.2
Golub Capital BDC Inc 1.4
Apple Inc 1.4
Microsoft Corp 1.3
ETFS Gold Trust 1.2
Amgen Inc 1.2
Tesla Motors Inc 1.1
Fidelity Wise Origin Bitcoin Fund 1.0
Alphabet Inc 0.9
Amazon Com Inc 0.9
Madison Square Garden Entertainment Corp 0.9
Facebook Inc 0.8
Nvidia Corp 0.8
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold AUM
Other 315 Investments I LLC 2023-03-24 0.7 M
Other 315 Orkila LLC 2023-03-24 0.6 M
Other 315 Talus LLC 2023-03-24 1.5 M
HF 1TAB Ventures LLC 2022-03-17 2.4 M
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) 55 201.4
(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 3.9
(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 240 205.3
By Discretionary
Discretionary 236 187.4
Non-Discretionary 4 17.9
Total 240 205.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 205.3
Total 240 205.3
EDGAR Form CIK 2011 - 2026
13F-HR [0001784418]
Firm Profile (Form ADV)
Discretionary AUM$0.0B
ServesInstitutional, Retail
Fund TypesHedge Fund
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