OSBORNE PARTNERS
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
FINTRXOverview
Osborne Partners operates as an independent registered investment adviser organized as an LLC and has been SEC-registered since 1999. The firm acts as a capital allocator for a mixed client base that includes individuals, families and institutional investors. Its advisory services span financial planning and discretionary portfolio management across individual clients, pooled investment vehicles and business or institutional mandates. Fee arrangements combine a percentage-of-AUM model with performance-based fees. Osborne Partners also appears on the sponsor/GP side of pooled vehicles, acting as a managing member for at least some of its strategies. The firm does not describe itself as an active ESG investor and is not registered as a multi-state adviser in the available snapshot. It received placement on FA Magazine’s Top RIA Firms list in 2020.
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 Equities45%
- Public Funds/Mutual Funds32%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents8%
- State & Local Bonds4%
Owners & executives
3 of 3CHRISTY FABIAN
Chief Compliance OfficerCRD 5872007
SONIA VON BERG
COOCRD 7090524
JUSTIN MCNICHOLS
Principal and Chief Investment OfficerCRD 2294075
Contacts
3 of 11THOMAS PIRO
Wealth CounselorCRD 6293895
Alexandra Sandberg
Wealth CounselorCRD 6362123
CHARLES ELSE
PrincipalCRD 4372469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$946M in ETFs
84%
$798M
15%
$149M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU) | Vanguard | Passive | Foreign Large Blend | $138M | 1,841,563 | 14.61% |
Location
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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