Osborne Partners

RIASEC RegisteredEst. 1999
Total AUM
$2.7B
Discretionary
$2.6B
98% of AUM
Avg account
$1.2M
Accounts
2,125
Employees
18
Advisory reps
14

Firm details

Headquarters
San Francisco, California
CRD number
108100
Registered since
February 15, 1999
Website
osbornepartners.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI81.63%
  • Charitable Organizations9.14%
  • Individuals5.6%
  • Corporations / Businesses1.85%
  • Other Investment Advisers1.15%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Osborne Partners is an independent SEC-registered investment adviser and capital allocator that serves both individual/family and institutional clients. The firm provides financial planning and portfolio management across individuals, pooled vehicles, small businesses and institutions, and it also acts as an adviser/sponsor and managing member for pooled investment vehicles. Compensation includes percentage-of-AUM fees and arrangements with performance-based fees. Osborne Partners does not position itself as an active ESG investor. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

Asset composition

Asset composition: Exchange Traded Equities 45%, Public Funds/Mutual Funds 32%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 8%, State & Local Bonds 4%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%45%
  • Exchange Traded Equities45%
  • Public Funds/Mutual Funds32%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents8%
  • State & Local Bonds4%

Owners & executives

3 of 3
  • Justin Mcnichols

    Justin Mcnichols

    Principal and Chief Investment OfficerCRD 2294075

  • Sonia Von Berg

    Sonia Von Berg

    COOCRD 7090524

  • Jonathan Kasting

    Chief Compliance OfficerCRD 7176479

Contacts

3 of 11
  • Jason Rodnick

    Jason Rodnick

    CFA, Investment Analyst, ShareholderCRD 5869427

  • Aaron Szager

    Aaron Szager

    Wealth CounselorCRD 4331724

  • Charles Else

    Charles Else

    PrincipalCRD 4372469

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 86

Active vs passive

$961M in ETFs

Passive

87%

$831M

Active

13%

$130M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU)VanguardPassiveForeign Large Blend$154M1,836,96316.01%
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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
1 Embarcadero Ctr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth