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| Happy Holidays!! thanks for using AUM13F!! |
| Osborne Partners Capital Management LLC
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| CRD # | 108100 |
| SEC # | 801-56319 |
| CIK # | 0001005607 |
| AUM | $2.4 B (2025-06-03) |
| Employees | 20 (70% Investors, 0% Brokers) |
| Phone | 415-362-5637 |
| Address | One Embarcadero Center San Francisco, CA 94111 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001005607 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 68.8 | ||
| Apple Inc | 60.6 | ||
| Nvidia Corp | 33.9 | ||
| J P Morgan Chase & Co | 33.0 | ||
| Alphabet Inc | 25.8 | ||
| Barclays Bank PLC | 25.3 | ||
| Facebook Inc | 22.8 | ||
| Palo Alto Networks Inc | 22.5 | ||
| MercadoLibre Inc | 21.1 | ||
| Alphabet Inc | 21.0 | ||
| Amazon Com Inc | 19.6 | ||
| Danaher Corp /DE/ | 18.9 | ||
| Cheniere Energy Inc | 17.8 | ||
| Las Vegas Sands Corp | 17.6 | ||
| Salesforce Com Inc | 17.4 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | OPCM Absolute Return LP | 2012-03-30 | 10.4 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 0.1 |
| (b) Individuals (high net worth individuals) | 405 | 1.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 13 | 0.2 |
| (i) State or municipal government entities | 0 | 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 | 2,015 | 2.4 |
| By Discretionary | ||
| Discretionary | 1,989 | 2.3 |
| Non-Discretionary | 26 | 0.1 |
| Total | 2,015 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.3 | |
| Total | 2,015 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001005607] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Eagle Global Advisors LLC
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|
TX | 2.5 |
|
Granite Investment Partners LLC
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|
CA | 2.4 |
|
Swan Global Management LLC
✚
|
PR | 2.4 |
|
The Portfolio Strategy Group LLC
✚
|
NY | 2.4 |
|
Toms Capital Investment Management LP
✚
|
NY | 2.4 |
|
Seizert Capital Partners LLC
✚
|
MI | 2.3 |
|
Old Orchard Capital Management LP
✚
|
NY | 2.3 |
|
Veris Wealth Partners LLC
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|
CA | 2.3 |
|
Basso Capital Management LP
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|
CT | 2.2 |
|
Bowie Capital Management LLC
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|
TX | 2.2 |