Osborne Partners Capital Management
Overview
Established in 1937, Osborne Partners Capital Management is a San Francisco-based wealth management firm that provides comprehensive investment management and active financial planning services. The firm manages over $2 billion in assets and serves clients across 30 states. With a team averaging 24 years of industry experience, OPCM offers a range of global investment strategies tailored to each client's needs. OPCM's investment approach emphasizes a multi-asset class growth portfolio, encompassing equities, fixed income, natural resources, REITs, and alternative assets. The firm caters to ultra-high-net-worth individuals, foundations, and endowments, focusing on preserving and enhancing their legacies through customized investment policy guidelines and active, tax-efficient management. The firm's services include global multi-asset class investment management, active financial planning, and specialized services such as charitable gifting strategies, family office services, and concentrated stock and option strategies. OPCM is committed to providing wealth management solutions that align with each client's unique financial goals and values.
Investment Focus
- Accredited investor status required
- Long-term investment horizon preferred
- Alignment with client's financial goals and values
Portfolio Companies
Reach Osborne Partners Capital Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Osborne Partners Capital Management
What sectors does Osborne Partners Capital Management invest in?
Osborne Partners Capital Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in California, United States. Osborne Partners Capital Management is listed as a institutional investor in the ConnectSafely investor database.
What stage does Osborne Partners Capital Management invest at?
Osborne Partners Capital Management backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Osborne Partners Capital Management invest in?
Osborne Partners Capital Management invests across United States, United Kingdom, Canada, Germany, Japan and Australia.
What companies has Osborne Partners Capital Management invested in?
Osborne Partners Capital Management's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and Procter & Gamble.
Last updated · Source: ConnectSafely investor database
