Osborne Partners
TL;DR
Founded in 1937, it manages portfolios in-house and provides financial planning for individuals, families, trusts and foundations from San Francisco and Menlo Park offices.
$2.7 billion
Regulatory AUM
As of ADV filing 2026-08-18
2,125
Accounts / Clients
704 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
18
Team Size
employees, 14 advisory
27 yrs
Years Registered
First registered 1999
About Osborne Partners
Founded in 1937, it manages portfolios in-house and provides financial planning for individuals, families, trusts and foundations from San Francisco and Menlo Park offices.
Office: One Embarcadero Center, Suite 4100, San Francisco, CA 94111.
Best for: Families above $1M wanting in-house portfolio management with planning
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD108100
RegistrationSEC-registered
First registration1999
Regulatory AUM$2.7 billion
ADV filing date2026-08-18
Accounts2,125
Clients704 individual and high-net-worth clients
Employees18
Advisory employees14
Fee modelPercentage of assets, 1.00% on first $5M; performance fee only in fund and select accounts
Minimum$1,000,000 relationship minimum, waivable, about a $10,000 annual fee (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA, CIMA and ChFC named on the team page
Source: SEC Investment Adviser Public Disclosure, CRD 108100, as of ADV filing 2026-08-18, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in San Francisco, CA (2026): rank 5 of 10
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