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Osborne Partners Capital Management, Llc

Osborne Partners is an investment management and financial planning firm serving families and institutions.

Investment Management
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Headquarters
San Francisco, California, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
11 to 50Source: RevenueBaseRetrieved October 13, 2026
Founded
1937Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
85 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Osborne Partners Capital Management, Llc do?

The privately held firm manages client assets and has offices in San Francisco and Silicon Valley.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Investment management

The firm manages client portfolios in-house across six asset classes, rather than using outside managers or products.

Source: LinkedIn company description · Retrieved October 13, 2026

Financial planning

Wealth Counselors create and actively manage customized financial plans, provide financial advice, and educate clients about their multi-asset class portfolios.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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Embeddable award for your website

BADGE PREVIEWOsborne Partners Capital Management, Llc listed #1 on Corporate financial planning firms, September 18, 2026Open the published source list.
Osborne Partners Capital Management, Llc

#1 Corporate financial planning firms

Snapshot: September 18, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 15, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 26, 2026, September 27, 2026, September 28, 2026, September 29, 2026, September 30, 2026, October 10, 2026 and October 11, 2026. How the company lists are built.

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