RIA Intelligence

OSBON CAPITAL MANAGEMENT, LLC

CRD #134731 SEC #801-113245 BOSTON, MA 617-217-2772
SEC Registered Private Funds
Total AUM
$181.5M
Discretionary
$166.5M
Employees
3
Clients
--
Accounts
238

AUM Over Time

DateAug 2025
Total AUM$181.5M
Discretionary$166.5M
Non-Disc.$15M
Employees3
Clients0
DateMar 2025
Total AUM$181.5M
Discretionary$166.5M
Non-Disc.$15M
Employees3
Clients0
DateMar 2024
Total AUM$173.7M
Discretionary$159.9M
Non-Disc.$13.8M
Employees3
Clients0
DateMay 2023
Total AUM$143.2M
Discretionary$131.5M
Non-Disc.$11.7M
Employees3
Clients0
DateMar 2023
Total AUM$143.2M
Discretionary$131.5M
Non-Disc.$11.7M
Employees3
Clients0
DateMar 2022
Total AUM$151.3M
Discretionary$138.7M
Non-Disc.$12.6M
Employees4
Clients0
DateMar 2021
Total AUM$153.1M
Discretionary$140.5M
Non-Disc.$12.6M
Employees3
Clients0
DateDec 2020
Total AUM$139.6M
Discretionary$127.8M
Non-Disc.$11.8M
Employees3
Clients0
DateAug 2020
Total AUM$139.6M
Discretionary$127.8M
Non-Disc.$11.8M
Employees3
Clients0
DateJul 2020
Total AUM$139.6M
Discretionary$127.8M
Non-Disc.$11.8M
Employees3
Clients0
DateJun 2020
Total AUM$139.6M
Discretionary$127.8M
Non-Disc.$11.8M
Employees3
Clients0
DateFeb 2020
Total AUM$139.6M
Discretionary$127.8M
Non-Disc.$11.8M
Employees3
Clients0
DateAug 2019
Total AUM$129.8M
Discretionary$120.2M
Non-Disc.$9.6M
Employees2
Clients0
DateFeb 2019
Total AUM$129.8M
Discretionary$120.2M
Non-Disc.$9.6M
Employees2
Clients0
DateMay 2018
Total AUM$113.7M
Discretionary$104.3M
Non-Disc.$9.4M
Employees2
Clients2
DateApr 2018
Total AUM$113.7M
Discretionary$104.3M
Non-Disc.$9.4M
Employees2
Clients2
DateJun 2012
Total AUM$50.3M
Discretionary$45M
Non-Disc.$5.3M
Employees1
Clients26
DateMay 2012
Total AUM$50.3M
Discretionary$45M
Non-Disc.$5.3M
Employees1
Clients26
DateFeb 2012
Total AUM$50.3M
Discretionary$45M
Non-Disc.$5.3M
Employees1
Clients26
DateJul 2011
Total AUM$42.4M
Discretionary$37M
Non-Disc.$5.4M
Employees5
Clients--
DateMar 2011
Total AUM$42.4M
Discretionary$37M
Non-Disc.$5.4M
Employees5
Clients--
DateMay 2010
Total AUM$39.9M
Discretionary$38.2M
Non-Disc.$1.7M
Employees5
Clients--