The OSBORNE PARTNERS is a privately held investment adviser that advises $2.66Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. OSBORNE PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 50.61% over the last 5-years.
The Group has been registered with the SEC for 27.47 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at ONE EMBARCADERO CENTER STE 4100, SAN FRANCISCO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 18 employees comprised of 14 investment and 4 non-investment staff. The total number of Employees decreased by 18.18% over the last 5-years.
Their $2.66Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 29 other accounts. Assets of High Net Worth Individuals clients own $2.16Bn or 81.51% of Total Assets and Charitable Organizations own $242.44mn or 9.13% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 8 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees and performance-based fees.
OSBORNE PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.