OSBON CAPITAL MANAGEMENT, LLC

Overview

Osbon Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2018. The firm is structured as an independent RIA with a hedge-fund orientation and is owned by an individual. It acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients, charging asset-based fees alongside performance-based fees. Advisory services explicitly include discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio work for institutional or corporate clients. The firm also serves as sponsor, general partner, and managing member for pooled vehicles it sponsors. Osbon does not identify as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives