Investment adviser · CRD 108100
OSBORNE PARTNERS
Investment adviser filing (IA)
OSBORNE PARTNERS CAPITAL MANAGEMENT LLC
SAN FRANCISCO, CA, United States · Form ADV filed Aug 18, 2026
- Regulatory AUM
- $2.65B Form ADV · Item 5.F
- Client accounts
- 2,125 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 14 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 | 428 | $2,164,273,947 | 81.6% |
| Charities | 18 | $242,444,003 | 9.1% |
| Individuals | 276 | $148,347,326 | 5.6% |
| Corporations & businesses | 5 | $49,052,594 | 1.9% |
| Other investment advisers | Fewer than 5 | $30,546,603 | 1.2% |
| Retirement plans | Fewer than 5 | $9,460,451 | 0.4% |
| Government entities | Fewer than 5 | $7,142,627 | 0.3% |
| Pooled investment vehicles | 1 | $1 | 0.0% |
Filing source
Form ADV 2126616 · Aug 18, 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
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
OPCM ABSOLUTE RETURN, L.P.Hedge Fund · Last reported Aug 18, 2026$4.02MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 349
J.P. MORGAN CLEARING CORP.
SEC 8-43724
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-9174772517
- Reported beneficial owners
- 8
- Minimum commitment
- $500K
- Form D file number
- 021-95479
Form ADV 2126616 · Aug 18, 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.
Services & filing details
Most recent filing: Aug 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
ONE EMBARCADERO CENTER, STE 4100SAN FRANCISCO, CA, 94111, United States
CRD 108100
Filing source
Form ADV 2126616 · Aug 18, 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.