Welcome to Osborne Partners Capital Management

Since 1937, Osborne Partners Capital Management, LLC (OPCM) has actively managed diversified, multi-asset class portfolios for families and institutions.

Headquartered in San Francisco since inception, the firm manages approximately $1.2 Billion in assets. OPCM's  eight member investment team averages over 25 years of experience, and each possess an Master degree, CFA, or both designations.

OPCM enables individuals to have portfolios managed similarly to large, successful, foundations and endowments.  We believe the most important characteristic of a portfolio is how it defends against flat to down markets.  Our strategy is accomplished by allocating portfolios over five major asset classes; equities, fixed income, natural resources, real estate, and alternative assets.  Client portfolios are customized, and managed in-house by our investment team, with only one layer of fees.

The result? OPCM has a history of long-term performance, top-quartile risk metrics and low downside capture, with tax efficiency and an unparalleled level of client service.