Osborne Partners Capital Management LLC

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Osborne Partners Capital Management LLC
CRD #108100
SEC #801-56319
CIK #1005607
AUM $1.4 BB (80% Disc, 100% US)
Employees23 (65% Investors, 0% Brokers)
Phone415-362-5637
Address580 California St
San Francisco, CA 94104
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
1580126494863231602000200620132020
Sector Holding Cap ($MM) Value ($MM)
SPY34.4
MSFT865,660.029.5
JPM341,670.023.9
AAPL843,560.020.8
DHR90,200.016.9
PG249,110.014.7
WFC226,380.014.7
XOM337,850.013.6
ADP65,820.013.5
SLB58,320.013.2
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Holdings by Sector ($)
0.70.60.40.30.10.02012201420162019
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF OPCM Absolute Return LP
7.3
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GM Advisory Group Inc
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1.4
The Swarthmore Group Inc
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1.4
Friess Associates LLC
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1.4
Denali Advisors LLC
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1.4
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