Money Manager Review 
Info History Assets Professionals Personnel Product
Print PDF    Print  Close Window
 

Osborne Partners Capital Management

580 California Street #1900
San Francisco, California 94104
United States
 
Contact :      Mr. Charles Osborne
Phone :       (415) 362-5637
Fax :             (415) 362-5637
Email :         shannon@osbornepartners.com
Web :           http://www.osbornepartners.com

Osborne Partners Capital Management Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $1,025
Tax-Exempt Managed ($Mil) : $327
Taxable Assets Managed ($Mil) : $697
Year Founded : 0
Wrap Programs Offered? : No
# of Accounts Managed : 1002
In-House Research : 75 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Osborne Partners Capital Management History

null

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
$703.89
 
Limited Partnership :
$5.08
 
Foundations :
$106.14
ERISA :
Unions, Taft-Hartley :
Public :
$0
Others :
Total # of Professional : 21 Analysts : 4
Portfolio Managers : 4 Traders : 1
Client Service : 4 Operation : 4

Osborne Partners Capital Management Personnel

Ms.  Shannon Lemon

Client Contact
Tel : 415-362-5637
Email: shannon@osbornepartners.com

Osborne Partners Capital Management Product Name

Report Created: July,21 2019.  Copyright Money Manager Review , All rights Reserved.
Top

Print  Close Window