Osborne Partners Capital Management LLC

Full Contact Details

Osborne Partners Capital Management LLC

580 CALIFORNIA ST, STE 1900, SAN FRANCISCO, CA

415-362-5637

415-362-5996

Other Info

Osborne Partners Capital Management LLC, also known as OSBORNE PARTNERS CAPITAL MANAGEMENT LLC, is a California Limited Liability Company with 23 employees, 15 of whom work in advisory roles. Although it is unclear how many clients the firm serves, its SEC registration status is Approved, dating back to February 15, 1999.

Osborne Partners Capital Management - Investment Management and Active Financial Planning

For over 80 years, Osborne Partners Capital Management LLC has specialized in sophisticated portfolio management and active financial planning.

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Direct Owners

ALICIA WAN-LING CHENG
CHIEF COMPLIANCE OFFICER/PRINCIPAL owns less than 5%
CHARLES DEVENS OSBORNE
CHAIRMAN OF THE BOARD/PRINCIPAL owns more than 5% but less than 10%
CHARLES JOSEPH ELSE
PRINCIPAL owns less than 5%
DEGLIN FRANCIS KENEALY
BOARD MEMBER/ADVISOR owns more than 5% but less than 10%
JUSTIN WELLINGTON MCNICHOLS
CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL owns more than 25% but less than 50%
NORMAN DINO VILLARINA
EXECUTIVE COMMITTEE OFFICER owns less than 5%
OPCM HOLDINGS, LLC
CAPITAL INVESTOR ENTITY IN FIRM owns more than 25% but less than 50%
RIVER BIRCH CAPITAL PARTNERS, LP
CAPITAL INVESTOR IN FIRM owns more than 10% but less than 25%
ROBERT GUSTAF HEDLUND
EXECUTIVE COMMITTEE OFFICER owns less than 5%
SONIA J VON BERG
CHIEF OPERATIONS OFFICER/PRINCIPAL owns less than 5%