Osborne Partners

RIASEC RegisteredEst. 1999
Total AUM
$2.7B
Discretionary
$2.6B
98% of AUM
Avg account
$1.2M
Accounts
2,125
Employees
18
Advisory reps
14

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

FINTRX

Overview

Osborne Partners is an independent registered investment adviser formed as an LLC in 1999 that manages discretionary and non‑discretionary portfolios for individuals, families and institutions. The firm acts as a capital allocator and charges both percentage‑of‑AUM fees and performance‑based fees. Core advisory services include financial planning and portfolio management for individuals/small businesses as well as for pooled investment vehicles and institutional/business clients. Osborne Partners does not identify as an active ESG investor and is not a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, Public Funds/Mutual Funds 32%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 8%, State & Local Bonds 4%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%, Private Funds 1%45%
  • Exchange Traded Equities45%
  • Public Funds/Mutual Funds32%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents8%
  • State & Local Bonds4%

Owners & executives

3 of 3
  • Christy Fabian

    Christy Fabian

    Chief Compliance OfficerCRD 5872007

  • Sonia Von Berg

    Sonia Von Berg

    COOCRD 7090524

  • Justin Mcnichols

    Justin Mcnichols

    Principal and Chief Investment OfficerCRD 2294075

Contacts

3 of 11
  • Thomas Piro

    Thomas Piro

    Wealth CounselorCRD 6293895

  • Alexandra Sandberg

    Alexandra Sandberg

    Wealth CounselorCRD 6362123

  • Charles Else

    Charles Else

    PrincipalCRD 4372469

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 86

Active vs passive

$961M in ETFs

Passive

87%

$831M

Active

13%

$130M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU)VanguardPassiveForeign Large Blend$154M1,836,96316.01%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth