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OSBORNE PARTNERS
SAN FRANCISCO, CA
415-362-5637
SEC #801-56319Total AUM
$2.7B
Employees
18Clients
734Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE EMBARCADERO CENTER
STE 4100
SAN FRANCISCO
CA 94111
United States
STE 4100
SAN FRANCISCO
CA 94111
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Monday - Friday
Phone
415-362-5637
Other Offices
1
Financials
Total AUM
$2.7B
Accounts
2,125Discretionary
$2.6B
Accounts
2,094Non-Discretionary
$42.3M
Accounts
31
Clients
Individual Clients
276AUM
$148.3M
HNW Individual Clients
428AUM
$2.2B
Pooled Vehicle Clients
1AUM
$1
Pension/Profit Sharing Plan Clients
4AUM
$9.5M
Charitable Organization Clients
18AUM
$242.4M
Government Entity Clients
1AUM
$7.1M
Investment Advisor Clients
1AUM
$30.5M
Corporation or Business Clients
5AUM
$49.1M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLIDILINLAMAMEMNMONHNVNYOKORPATXVAWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.