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OSBORNE PARTNERS
Legal name: OSBORNE PARTNERS CAPITAL MANAGEMENT LLC
CRD 108100File 801-56319
APPROVED
Retail clients
Custody
Filing as of Aug 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.65B
Top 25% of cohort (national)
Discretionary AUM
$2.61B
Non-discretionary $42.3M
Clients
734
2,125 accounts
Employees
18
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 15, 1999
- Principal office
- ONE EMBARCADERO CENTER, STE 4100, SAN FRANCISCO, CA, 94111
- Phone
- 415-362-5637
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.65B
- Discretionary AUM
- $2.61B
- Non-discretionary AUM
- $42.3M
- Discretionary accounts
- 2,094
- Non-discretionary accounts
- 31
- Total accounts
- 2,125
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $49.1M |
| Charitable organizations | 18 | $242.4M |
| Other investment advisers | Fewer than 5 | $30.5M |
| High net worth individuals | 428 | $2.16B |
| Pooled investment vehicles | 1 | $1 |
| Pension and profit sharing plans | Fewer than 5 | $9.5M |
| State or municipal government entities | Fewer than 5 | $7.1M |
| Individuals (other than high net worth individuals) | 276 | $148.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 20 | 18 | decreased by2 |
| Apr 1, 2026 | Clients | 705 | 734 | increased by29 |
| Apr 1, 2026 | AUM | $2,358,840,039 | $2,651,267,552 | increased by$292,427,513 |
| Apr 1, 2026 | Accounts | 2,015 | 2,125 | increased by110 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 22 | 20 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 21 | 22 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 639 | 705 | increased by66 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,243,253,776 | $2,358,840,039 | increased by$115,586,263 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,696 | 2,015 | increased by319 |
| Apr 1, 2022 | Employees | 22 | 21 | decreased by1 |
| Apr 1, 2022 | Clients | 555 | 639 | increased by84 |
| Apr 1, 2022 | AUM | $1,763,071,588 | $2,243,253,776 | increased by$480,182,188 |
| Apr 1, 2022 | Accounts | 1,476 | 1,696 | increased by220 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OSBORNE PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OSBORNE PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.