OS PARTNERS LLC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 335318
- Registered since
- March 7, 2025
Firm profile
FINTRXOverview
OS Partners LLC is a limited liability company that registered with the SEC in 2025 and operates as a sponsor and general partner for pooled investment vehicles. The firm’s public profile positions it as a manager of private investment vehicles rather than a traditional advisory business serving retail advisory accounts. FINTRX classifies it as unclassified and notes that it is not a capital allocator; it is also not an active ESG investor, not a multi-state adviser, and not a pension consultant. The firm’s industry affiliations identify it specifically as a sponsor, GP, and managing member of pooled funds, which implies an operational role in fund formation and management rather than a focus on providing advisory services to individual client accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Amrit Saxena
Manager and MemberCRD 7442337
WILLIAM OBERNDORF
Co-FounderCRD 5956153
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 615 Front St
- Time zone
- PT (UTC-8)
- Office locations
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