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| Osborne Partners Capital Management LLC
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|---|---|
| CRD # | 108100 |
| SEC # | 801-56319 |
| CIK # | 0001005607 |
| AUM | 2,651.3 M (2026-05-01) |
| Employees | 18 (78% Investors, 0% Brokers) |
| Phone | 415-362-5637 |
| Address | One Embarcadero Center San Francisco, CA 94111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 71.9 | ||
| Microsoft Corp | 57.7 | ||
| Amazon Com Inc | 37.3 | ||
| Barclays Bank PLC | 34.5 | ||
| Alphabet Inc | 34.3 | ||
| Nvidia Corp | 32.6 | ||
| J P Morgan Chase & Co | 32.6 | ||
| Alphabet Inc | 27.1 | ||
| Palo Alto Networks Inc | 22.6 | ||
| Advanced Micro Devices Inc | 21.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | OPCM Absolute Return LP | 2012-03-30 | 4.0 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 276 | 0.1 |
| (b) Individuals (high net worth individuals) | 428 | 2.2 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.0 |
| (h) Charitable organizations | 18 | 0.2 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 1 | 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 | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,125 | 2.7 |
| By Discretionary | ||
| Discretionary | 2,094 | 2.6 |
| Non-Discretionary | 31 | 0.0 |
| Total | 2,125 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 2,125 | 2.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001005607] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
| Comparable Firms | State | AUM |
|---|---|---|
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SSI Investment Management LLC
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CA | 2,554.9 M |
|
Arcus Capital Partners LLC
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GA | 2,512.6 M |
|
Patient Capital Management LLC
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|
MD | 2,502.5 M |
|
Seizert Capital Partners LLC
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|
MI | 2,484.8 M |