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OSBON CAPITAL MANAGEMENT, LLC
CRD 134731File 801-113245
APPROVED
Retail clients
Custody
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$205.3M
Below cohort median (national)
Discretionary AUM
$187.4M
Non-discretionary $17.9M
Clients
57
240 accounts
Employees
3
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 17, 2018
- Principal office
- 75 STATE STREET, SUITE 100, BOSTON, MA, 02109
- Phone
- 617-217-2772
- Website
- HTTP://WWW.OSBONCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $205.3M
- Discretionary AUM
- $187.4M
- Non-discretionary AUM
- $17.9M
- Discretionary accounts
- 236
- Non-discretionary accounts
- 4
- Total accounts
- 240
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 55 | $201.4M |
| Pooled investment vehicles | 2 | $3.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.