OSBORNE PARTNERS CAPITAL MANAGEMENT LLC
Legal name: OSBORNE PARTNERS
CRD #108100 SEC #801-56319 SAN FRANCISCO, CA 415-362-5637
SEC Registered Private Funds
Total AUM
$2.4B
Discretionary
$2.3B
Employees
20
Clients
101
Accounts
2,015
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $2.4B | $2.3B | $50.5M | 20 | 0 |
| Oct 2025 | $2.4B | $2.3B | $50.5M | 20 | 0 |
| Oct 2025 | $2.4B | $2.3B | $50.5M | 20 | 0 |
| Sep 2025 | $2.4B | $2.3B | $50.5M | 20 | 0 |
| Aug 2025 | $2.4B | $2.3B | $50.5M | 20 | 0 |
| Aug 2025 | $2.4B | $2.3B | $50.5M | 20 | 0 |
| Aug 2025 | $2.4B | $2.3B | $50.5M | 20 | 0 |
| Jun 2025 | $2.4B | $2.3B | $50.5M | 20 | 0 |
| May 2025 | $2.4B | $2.3B | $50.5M | 22 | 0 |
| Mar 2025 | $2.4B | $2.3B | $50.5M | 22 | 0 |
| Mar 2024 | $2.2B | $2.1B | $45.7M | 20 | 0 |
| Apr 2023 | $2B | $2B | $40.1M | 21 | 0 |
| Apr 2023 | $2B | $2B | $40.1M | 21 | 0 |
| Mar 2023 | $2B | $2B | $40.1M | 22 | 0 |
| Mar 2022 | $2.2B | $1.8B | $463M | 21 | 0 |
| Mar 2021 | $1.8B | $1.4B | $379.8M | 22 | 0 |
| Jun 2020 | $1.6B | $1.3B | $351.4M | 22 | 0 |
| Jun 2020 | $1.6B | $1.3B | $351.4M | 22 | 0 |
| Mar 2020 | $1.6B | $1.3B | $351.4M | 22 | 0 |
| Mar 2019 | $1.4B | $1.2B | $286.3M | 23 | 0 |
| Oct 2018 | $1.6B | $1.3B | $295.2M | 22 | 0 |
| Jul 2018 | $1.6B | $1.3B | $295.2M | 22 | 0 |
| Mar 2018 | $1.6B | $1.3B | $295.2M | 22 | 0 |
| Sep 2017 | $1.4B | $1.1B | $256.1M | 24 | 500 |
| Apr 2017 | $1.4B | $1.1B | $256.1M | 24 | 500 |
| Mar 2017 | $1.4B | $1.1B | $256.1M | 24 | 500 |
| Mar 2016 | $1.4B | $1.1B | $243.6M | 24 | 500 |
| Sep 2015 | $1.4B | $1.2B | $249.8M | 20 | 600 |
| Aug 2015 | $1.4B | $1.2B | $249.8M | 20 | 600 |
| May 2015 | $1.6B | $1.3B | $251.4M | 20 | 600 |
| Mar 2015 | $1.6B | $1.3B | $251.4M | 20 | 600 |
| Jul 2014 | $1.5B | $1.2B | $248.1M | 23 | 600 |
| Jun 2014 | $1.5B | $1.2B | $248.1M | 23 | 600 |
| Mar 2014 | $1.5B | $1.2B | $248.1M | 23 | 600 |
| Oct 2013 | $1.3B | $1.1B | $211.9M | 22 | 600 |
| May 2013 | $1.3B | $1.1B | $211.9M | 22 | 600 |
| Apr 2013 | $1.3B | $1.1B | $211.9M | 22 | 600 |
| Jan 2013 | $1.1B | $894.5M | $177.7M | 22 | 500 |
| Nov 2012 | $1.1B | $894.5M | $177.7M | 22 | 500 |
| Jul 2012 | $1.1B | $894.5M | $177.7M | 11 | 500 |
| Jun 2012 | $1.1B | $894.5M | $177.7M | 11 | 500 |
| Apr 2012 | $1.1B | $894.5M | $177.7M | 11 | 500 |
| Mar 2012 | $1.1B | $894.5M | $177.7M | 11 | 500 |
| Jun 2011 | $1B | $792.4M | $226.9M | -- | -- |
| Mar 2011 | $1B | $792.4M | $226.9M | -- | -- |
| Dec 2010 | $1B | $812.6M | $212.1M | -- | -- |
| Mar 2010 | $937.1M | $729.1M | $208M | -- | -- |
| Mar 2008 | $813M | $774.8M | $38.2M | -- | -- |
| May 2007 | $811.9M | $767.8M | $44.1M | -- | -- |
| Mar 2007 | $811.9M | $767.8M | $44.1M | -- | -- |
| Mar 2007 | $729.9M | $679M | $50.9M | -- | -- |
| Jan 2007 | $729.9M | $679M | $50.9M | -- | -- |
| Mar 2006 | $440.7M | $440.7M | $0 | 10 | -- |
| Nov 2005 | $437.7M | $437.7M | $0 | 10 | -- |
| Sep 2005 | $437.7M | $437.7M | $0 | 10 | -- |
| Sep 2005 | $437.7M | $437.7M | $0 | 10 | -- |
| Mar 2004 | $420.2M | $420.2M | $0 | 10 | -- |
| Mar 2002 | $445.9M | $445.9M | $0 | 10 | -- |
DateOct 2025
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$50.5M
Employees20
Clients0
DateOct 2025
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$50.5M
Employees20
Clients0
DateOct 2025
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$50.5M
Employees20
Clients0
DateSep 2025
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$50.5M
Employees20
Clients0
DateAug 2025
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$50.5M
Employees20
Clients0
DateAug 2025
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$50.5M
Employees20
Clients0
DateAug 2025
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$50.5M
Employees20
Clients0
DateJun 2025
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$50.5M
Employees20
Clients0
DateMay 2025
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$50.5M
Employees22
Clients0
DateMar 2025
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$50.5M
Employees22
Clients0
DateMar 2024
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$45.7M
Employees20
Clients0
DateApr 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$40.1M
Employees21
Clients0
DateApr 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$40.1M
Employees21
Clients0
DateMar 2023
Total AUM$2B
Discretionary$2B
Non-Disc.$40.1M
Employees22
Clients0
DateMar 2022
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$463M
Employees21
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$379.8M
Employees22
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$351.4M
Employees22
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$351.4M
Employees22
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$351.4M
Employees22
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$286.3M
Employees23
Clients0
DateOct 2018
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$295.2M
Employees22
Clients0
DateJul 2018
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$295.2M
Employees22
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$295.2M
Employees22
Clients0
DateSep 2017
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$256.1M
Employees24
Clients500
DateApr 2017
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$256.1M
Employees24
Clients500
DateMar 2017
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$256.1M
Employees24
Clients500
DateMar 2016
Total AUM$1.4B
Discretionary$1.1B
Non-Disc.$243.6M
Employees24
Clients500
DateSep 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$249.8M
Employees20
Clients600
DateAug 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$249.8M
Employees20
Clients600
DateMay 2015
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$251.4M
Employees20
Clients600
DateMar 2015
Total AUM$1.6B
Discretionary$1.3B
Non-Disc.$251.4M
Employees20
Clients600
DateJul 2014
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$248.1M
Employees23
Clients600
DateJun 2014
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$248.1M
Employees23
Clients600
DateMar 2014
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$248.1M
Employees23
Clients600
DateOct 2013
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$211.9M
Employees22
Clients600
DateMay 2013
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$211.9M
Employees22
Clients600
DateApr 2013
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$211.9M
Employees22
Clients600
DateJan 2013
Total AUM$1.1B
Discretionary$894.5M
Non-Disc.$177.7M
Employees22
Clients500
DateNov 2012
Total AUM$1.1B
Discretionary$894.5M
Non-Disc.$177.7M
Employees22
Clients500
DateJul 2012
Total AUM$1.1B
Discretionary$894.5M
Non-Disc.$177.7M
Employees11
Clients500
DateJun 2012
Total AUM$1.1B
Discretionary$894.5M
Non-Disc.$177.7M
Employees11
Clients500
DateApr 2012
Total AUM$1.1B
Discretionary$894.5M
Non-Disc.$177.7M
Employees11
Clients500
DateMar 2012
Total AUM$1.1B
Discretionary$894.5M
Non-Disc.$177.7M
Employees11
Clients500
DateJun 2011
Total AUM$1B
Discretionary$792.4M
Non-Disc.$226.9M
Employees--
Clients--
DateMar 2011
Total AUM$1B
Discretionary$792.4M
Non-Disc.$226.9M
Employees--
Clients--
DateDec 2010
Total AUM$1B
Discretionary$812.6M
Non-Disc.$212.1M
Employees--
Clients--
DateMar 2010
Total AUM$937.1M
Discretionary$729.1M
Non-Disc.$208M
Employees--
Clients--
DateMar 2008
Total AUM$813M
Discretionary$774.8M
Non-Disc.$38.2M
Employees--
Clients--
DateMay 2007
Total AUM$811.9M
Discretionary$767.8M
Non-Disc.$44.1M
Employees--
Clients--
DateMar 2007
Total AUM$811.9M
Discretionary$767.8M
Non-Disc.$44.1M
Employees--
Clients--
DateMar 2007
Total AUM$729.9M
Discretionary$679M
Non-Disc.$50.9M
Employees--
Clients--
DateJan 2007
Total AUM$729.9M
Discretionary$679M
Non-Disc.$50.9M
Employees--
Clients--
DateMar 2006
Total AUM$440.7M
Discretionary$440.7M
Non-Disc.$0
Employees10
Clients--
DateNov 2005
Total AUM$437.7M
Discretionary$437.7M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$437.7M
Discretionary$437.7M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$437.7M
Discretionary$437.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$420.2M
Discretionary$420.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$445.9M
Discretionary$445.9M
Non-Disc.$0
Employees10
Clients--