Osborne Partners Capital Management provides personalized investment management and financial planning services to individuals, families, trusts, estates, retirement plans, and other entities. Founded in 1937 with offices in San Francisco and Menlo Park, California, the firm builds actively managed, globally diversified portfolios across multiple asset classes, including equities, fixed income, real estate, natural resources, and alternative investments. Portfolios are tailored to each client's specific financial objectives, tax situation, and risk tolerance through a customized Investment Policy Guidelines document. In addition to direct portfolio management, Osborne Partners includes comprehensive financial planning within its management fee and facilitates estate planning document preparation through an independent third-party technology platform. The firm also manages an affiliated private hedge fund for qualified clients and serves as a sub-advisor for certain unaffiliated investment advisors. Osborne Partners operates primarily on a discretionary basis, meaning the investment team makes day-to-day trading decisions on behalf of clients, and requires a minimum relationship size of $1,000,000 in assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Relationships with total assets below $1,000,000 are charged 1.25%. Educational accounts such as 529 plans are charged 0.30%. Non-discretionary service accounts are charged 0.25%. Fees are negotiable under certain circumstances at the firm's discretion.