# Osborne Partners

> Osborne Partners is an SEC-registered investment advisory firm in San Francisco, CA, registered since 1999, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 108100
- Filed as: OSBORNE PARTNERS
- Legal name: Osborne Partners Capital Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108100
- AdvisorCensus page: https://advisorcensus.com/firm/osborne-partners-san-francisco-ca-108100

## Quick answers

**How is Osborne Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Osborne Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Osborne Partners located?**
Osborne Partners' principal office is in San Francisco, CA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Osborne Partners registered with the SEC or a state?**
Osborne Partners is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 108100.

**How much does Osborne Partners manage?**
Osborne Partners reports $2,651,267,552 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (98% discretionary).

**How have Osborne Partners' assets and staff changed since 2021?**
In the Form ADV data for Osborne Partners: Regulatory assets under management: $1,763,071,588 in the October 2021 data and $2,651,267,552 in the October 2026 data, up 50%. Total employees: 22 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Osborne Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (428); individuals (other than high net worth individuals) (276); charitable organizations (18).

**Which custodians does Osborne Partners use?**
Osborne Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Osborne Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108100

**What changed in Osborne Partners' recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,651,267,552
- Discretionary: $2,609,009,704
- Non-discretionary: $42,257,848

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 276 | $148,347,326 |
| High net worth individuals | 428 | $2,164,273,947 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $1 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $9,460,451 |
| Charitable organizations | 18 | $242,444,003 |
| State or municipal government entities (including government pension plans) | 1 | $7,142,627 |
| Other investment advisers | 1 | $30,546,603 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $49,052,594 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1999 (27 years)
- Employees: 18 total, 14 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, ID, IL, IN, LA, MA, ME, MN, MO, NH, NV, NY, OK, OR, PA, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Menlo Park, CA

### Websites listed on Form ADV (Item 1.I)
- osbornepartners.com
- vimeo.com/OSBORNEPARTNERS
- Instagram @osbornepartners
- LinkedIn @OSBORNE-PARTNERS-CAPITAL-MANAGEMENT
- YouTube @UCR71rvgeV33SqqX1Zo-bKOg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,763,071,588 | 22 | March 17, 2021 |
| October 2022 | $2,243,253,776 | 21 | March 29, 2022 |
| October 2023 | $1,998,288,296 | 21 | April 20, 2023 |
| October 2024 | $2,169,812,155 | 20 | March 27, 2024 |
| October 2025 | $2,358,840,039 | 20 | June 3, 2025 |
| October 2026 | $2,651,267,552 | 18 | August 18, 2026 |

Regulatory assets under management: $1,763,071,588 in the October 2021 data and $2,651,267,552 in the October 2026 data, up 50%.
Total employees: 22 in October 2021 and 18 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $2,358,840,039 to $2,651,267,552 (+12%).

### December 2025
- Registered or notice-filed in LA, OK, VA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Osborne Partners (CRD 108100): Form ADV filing data as of October 2026.