OS PARTNERS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
335318
Registered since
March 7, 2025

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Amrit Saxena

    Manager and MemberCRD 7442337

  • WILLIAM OBERNDORF

    Co-FounderCRD 5956153

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth