Frequently Asked Questions

How much money does Osborne Partners manage?

As of September 30, 2012  Osborne Partners has approximately $1.1 billion in assets under management for both High Net Worth Individuals and Institutions.

What is the firms history and ownership structure?

Osborne Partners Capital Management’s history began in 1937 with our original founders Phelps Hunter, an early investment manager with Crocker Bank, and John “Jack” Stephenson, an early partner with Dodge & Cox.  Headquartered in San Francisco since our inception, we are one of the few private investment advisors to have successfully transitioned firm ownership from generation to generation while remaining independent and delivering a personalized approach to wealth management.  The majority of the firm is employee owned with more than 50% ownership held by partners under the age of 50.  Members of the firm’s investment team also have majority control of the business.  Minority stakes are owned by two private equity firms, based in San Francisco and New York respectively.

What is the experience level of the investment team?

The members of our investment team each average more than 25 years of experience. To be a member of the investment team, you must have a Masters Degree or have earned the Chartered Financial Analyst (CFA) designation.  Several team members have both an MBA and CFA. Our investment team members' backgrounds include being formally trained as security analysts with CFA charters, licensed Certified Public Accountants, and business owners/entrepreneurs with real world experience operating successful companies.  Combined, we have vast experience analyzing multiple asset classes, contributing to our overall scope of research and portfolio structures.

What level of customer service can I expect in working with Osborne Partners?

While your assets are actively managed by our investment team, each OPCM client is also teamed with a Portfolio Counselor who regularly communicates with our clients to discuss portfolio strategies, market conditions and potential changes to the client’s portfolio allocation.  A Client Service Representative provides backup to the Portfolio Counselor to handle day-to-day account inflows and outflows and other routine portfolio transactions.

Our clients receive monthly custodial reports from their independent custodian, as well as detailed quarterly reporting and portfolio results from Osborne Partners.  While  your Portfolio Counselor will typically speak with you several times each quarter, you are encouraged to contact them at any time to answer specific questions you may have.

Where is OPCM located?

Since inception, the firm has been headquartered in San Francisco. Our office is at 580 California St, Suite 1900.  Our Silicon Valley office is in Menlo Park located at 535 Middlefield Rd, Suite 160.