Investment adviser · CRD 134731
OSBON CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
BOSTON, MA, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $205M Form ADV · Item 5.F
- Client accounts
- 240 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 55 | $201,432,109 | 98.1% |
| Pooled investment vehicles | 2 | $3,866,858 | 1.9% |
Filing source
Form ADV 2068508 · Mar 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
4 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
1TAB VENTURES, LLCHedge Fund · Last reported Mar 11, 2026$2.39MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MICHAEL COGLIANESE, CPA P.C.
PCAOB 3874
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-1607832839
- Reported beneficial owners
- 12
- Minimum commitment
- $250K
Form ADV 2068508 · Mar 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
315 TALUS, LLCOther Private Fund · Last reported Mar 11, 2026$1.48MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
MICHAEL COGLIANESE, CPA P.C.
PCAOB 3874
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-1823510815
- Reported beneficial owners
- 17
- Minimum commitment
- $25K
Form ADV 2068508 · Mar 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
315 INVESTMENTS I, LLCOther Private Fund · Last reported May 1, 2023$735KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-3603408579
- Reported beneficial owners
- 7
- Minimum commitment
- $25K
Form ADV 1759361 · May 1, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
315 ORKILA, LLCOther Private Fund · Last reported May 1, 2023$645KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-2522672482
- Reported beneficial owners
- 25
- Minimum commitment
- $25K
Form ADV 1759361 · May 1, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 11, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
75 STATE STREET, SUITE 100BOSTON, MA, 02109, United States
CRD 134731
Filing source
Form ADV 2068508 · Mar 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.