RIA Intel›Advisers›California›OSBORNE PARTNERS CAPITAL MANAGEMENT LLC

OSBORNE PARTNERS CAPITAL MANAGEMENT LLC

Advisory

N·SAN FRANCISCO, CA

Data as of May 1, 2026 · Source: SEC Form ADV

Total AUM
$2.7B
1-Year AUM Growth
+8.7%
3-Year CAGR
+1.7%
Employees
14
Assets Under Management
Total AUM$2.7B
Discretionary AUM$2.6B
Non-Discretionary AUM$42M
Discretionary %98.4%
Total Clients705
Team
Total Employees14
Investment Advisers18
Employee Growth (1Y)—
Filing History
Total Filings on Record67
First FilingMar 26, 2001
Latest FilingMay 1, 2026
🔒 Full AUM trend chart and 67 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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