Osbon Capital Management, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 134731
- Registered since
- May 17, 2018
- Website
- osboncapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI98.12%
- Pooled Investment Vehicles1.88%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Osbon Capital Management, LLC is an independent registered investment adviser that also operates as a hedge fund sponsor. Formed and SEC‑registered in 2018, the firm is owned by an individual and positions itself as a capital allocator for both high‑net‑worth individuals and institutions. It provides portfolio management across separately managed relationships, pooled investment vehicles and institutional/business mandates. Compensation mixes a percentage‑of‑assets fee with performance‑based fees. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities81%
- Cash & Cash Equivalents9%
- Other8%
- US Government Bonds2%
Contacts
2 of 2
John Osbon
Founder and Managing PartnerCRD 873118
Jon Osbon
Owner and Managing PartnerCRD 6244193
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 95Active vs passive
$89.9M in ETFs
96%
$86.4M
4%
$3.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT) | Vanguard | Passive | Technology | $16M | 133,586 | 17.77% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 75 State St
- Time zone
- ET (UTC-5)
- Office locations
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