Welcome To Osborne Partners Capital Management

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

Headquartered in San Francisco, the firm manages approximately $1.2 billion in assets (as of 11/30/12). OPCM's  six member investment team averages over 25 years of experience, and each possess a Masters 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.

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