Osborne Partners Capital Management LLC
Legal Name: OSBORNE PARTNERS CAPITAL MANAGEMENT LLC
Full Contact Details
Other Info
Osborne Partners Capital Management LLC is legally known as OSBORNE PARTNERS CAPITAL MANAGEMENT LLC. It is a CA Limited Liability Company. This firm has 23 employees, of which 15 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 15, 1999.
Direct Owners
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ALICIA WAN-LING CHENG
CHIEF COMPLIANCE OFFICER/PRINCIPAL owns less than 5%
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CHARLES DEVENS OSBORNE
CHAIRMAN OF THE BOARD/PRINCIPAL owns more than 5% but less than 10%
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CHARLES JOSEPH ELSE
PRINCIPAL owns less than 5%
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DEGLIN FRANCIS KENEALY
BOARD MEMBER/ADVISOR owns more than 5% but less than 10%
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JUSTIN WELLINGTON MCNICHOLS
CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL owns more than 25% but less than 50%
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NORMAN DINO VILLARINA
EXECUTIVE COMMITTEE OFFICER owns less than 5%
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OPCM HOLDINGS, LLC
CAPITAL INVESTOR ENTITY IN FIRM owns more than 25% but less than 50%
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RIVER BIRCH CAPITAL PARTNERS, LP
CAPITAL INVESTOR IN FIRM owns more than 10% but less than 25%
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ROBERT GUSTAF HEDLUND
EXECUTIVE COMMITTEE OFFICER owns less than 5%
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SONIA J VON BERG
CHIEF OPERATIONS OFFICER/PRINCIPAL owns less than 5%
Indirect Owners
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DOUGLAS STEPHEN WERTHEIMER
PARTNER
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INDUSTRY CAPITAL PARTNERS II, LLC.
ENTITY THAT OWNS OPCM SHARES owns 75% or more
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RIVER BIRCH CAPITAL GP, LLC
ENTITY THAT OWNS OPCM SHARES
Prime Brokers
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INTERACTIVE BROKERS LLC
United States
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