Osborne Partners Capital Management, Llc

Get Full Access

Description

  • Osborne Partners offers a disciplined approach to managing wealth with an emphasis on diverse, multi-asset class portfolios. Our OPCM Global Portfolio, uses the endowment approach, typically used by major colleges and universities. OPCM portfolios are customized, managed in-house, and allocated across multiple asset classes. These include equities, fixed income, natural resources, REITs, and alternatives assets. Our Portfolio Managers and Analysts average over 20 years of experience, with each holding an MBA, the CFA® (Chartered Financial Analyst ®) charter, or both designations. OPCM presently manages approximately $1.4 billion in assets for clients as of 3/31/17.
  • location

    Headquarters:580 California Street Suite 1900, San Francisco, California, United States

    More
  • Osborne Partners Capital Management, Llc phone

    Phone Number: +1 415-627-0734

  • Osborne Partners Capital Management, Llc website

    Website: https://www.osbornepartners.com

  • Osborne Partners Capital Management, Llc employees

    Employees:15

  • Osborne Partners Capital Management, Llc revenue

    Revenue:$10 - 50M

  • Osborne Partners Capital Management, Llc legal name

    Legal Name:Osborne Partners Capital Management, Llc

  • Osborne Partners Capital Management, Llc's Social Media

    Osborne Partners Capital Management, Llc linkedin
  • done Is this data correct?
  • |  NAICS Code: 523930  |

    Show More
Person level website identification

Chief Operating Officer for Osborne Partners Capital Management, Llc

Sonia Von Berg

Chief Operating Officer

Person level website visitor identification

Sell more in less time!

Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

View Employees

Sonia Von Berg

Chief Operating Officer

Justin Mcnichols

Chief Investment Officer

Alicia Cheng

Chief Compliance Officer

Morgan White

Managing Director

Joseph Conachy

Managing Director

Frequently Asked Questions regarding Osborne Partners Capital Management, Llc

  • Where are Osborne Partners Capital Management, Llc's Headquarters?

    Osborne Partners Capital Management, Llc's Headquarters are in 580 California Street Suite 1900,San Francisco,California,United States

  • What is Osborne Partners Capital Management, Llc's phone number?

    Osborne Partners Capital Management, Llc's phone number is +1 415-627-0734

  • What is Osborne Partners Capital Management, Llc's official website?

    Osborne Partners Capital Management, Llc's official website is https://www.osbornepartners.com

  • What is Osborne Partners Capital Management, Llc's Revenue?

    Osborne Partners Capital Management, Llc's revenue is $10 - 50M

  • What is Osborne Partners Capital Management, Llc's NAICS code?

    Osborne Partners Capital Management, Llc's NAICS code is 523930

  • How many employees are working in Osborne Partners Capital Management, Llc

    Osborne Partners Capital Management, Llc has 15 employees

  • What is Osborne Partners Capital Management, Llc's Industry?

    Osborne Partners Capital Management, Llc is in the industry of Investment Management

  • Who is Osborne Partners Capital Management, Llc's Chief Operating Officer?

    Osborne Partners Capital Management, Llc's Chief Operating Officer is Sonia Von Berg

Company Directory