Data / Investment advisers / California / Osborne Partners
Osborne Partners, San Francisco, CA: $2.7 billion AUM, SEC registered investment adviser
Osborne Partners is an SEC registered investment adviser with its main office in San Francisco, California and reports $2.7 billion in regulatory assets under management in its Form ADV filed August 18, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 108100
- SEC file number
- 801-56319
- SEC status
- Approved, effective February 15, 1999
- Legal name
- Osborne Partners Capital Management LLC
- Main office
- One Embarcadero Center Ste 4100, San Francisco, CA 94111
- Phone
- (415) 362-5637
- Regulatory AUM
- $2,651,267,552 in the Form ADV filed August 18, 2026
- Discretionary AUM
- $2,609,009,704
- Non discretionary AUM
- $42,257,848
- Accounts
- 2,125
- Employees
- 18, of which 14 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $4,020,777
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 428 | $2.16 billion |
| Charitable organizations | 18 | $242.4 million |
| Individuals (other than high net worth individuals) | 276 | $148.3 million |
| Corporations or other businesses | 5 | $49.1 million |
| Other investment advisers | 1 | $30.5 million |
| Pension and profit sharing plans | 4 | $9.5 million |
| State or municipal government entities | 1 | $7.1 million |
| Pooled investment vehicles | 1 | $1 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.65 billion | March 31, 2026 |
| December 1, 2025 | $2.36 billion | October 28, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fort Point Capital Partners LLC | San Francisco | $2.89 billion | 10 | adviserinfo.sec.gov |
| Park West Asset Management LLC | San Francisco | $2.86 billion | 3 | adviserinfo.sec.gov |
| Blockchain Capital, LLC | San Francisco | $2.86 billion | 12 | adviserinfo.sec.gov |
| Main Management ETF Advisors, LLC | San Francisco | $2.82 billion | Not listed | adviserinfo.sec.gov |
| 1sharpe Capital LLC | San Francisco | $2.70 billion | 4 | adviserinfo.sec.gov |
| Steadview Capital Management LLC | San Francisco | $2.64 billion | 7 | adviserinfo.sec.gov |
| No Street GP LP | San Francisco | $2.51 billion | 4 | adviserinfo.sec.gov |
| Owl Ventures | San Francisco | $2.50 billion | 19 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Advisers that manage private funds
- Osborne Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.