Osborne Partners Capital Management
Investment Management, 1 Embarcadero CTR, San Francisco, California, 94111, United States, 11-50 Employees
Phone Number: 80********
Who is OSBORNE PARTNERS CAPITAL MANAGEMENT
Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions. Our privately held firm manages $...
Read More
-
Headquarters: 1 Embarcadero CTR, San Francisco, California, 94111, United States
-
Date Founded: 1937
-
Employees: 11-50
-
Revenue: $10 Million to $25 Million
-
Active Tech Stack: See technologies
Industry: Investment Management
SIC Code: 6282
|
NAICS Code: 523930 |
Show More
Does something look wrong? Fix it. | View contact records from OSBORNE PARTNERS CAPITAL MANAGEMENT
Osborne Partners Capital Management Org Chart and Mapping
Email
Phone
Sign in to CIENCE GO Data to uncover contact details
Free credits every month
Frequently Asked Questions Regarding Osborne Partners Capital Management
Answer: Osborne Partners Capital Management's headquarters are located at 1 Embarcadero CTR, San Francisco, California, 94111, United States
Answer: Osborne Partners Capital Management's phone number is 80********
Answer: Osborne Partners Capital Management's official website is https://osbornepartners.com
Answer: Osborne Partners Capital Management's revenue is $10 Million to $25 Million
Answer: Osborne Partners Capital Management's SIC: 6282
Answer: Osborne Partners Capital Management's NAICS: 523930
Answer: Osborne Partners Capital Management has 11-50 employees
Answer: Osborne Partners Capital Management is in Investment Management
Answer: Osborne Partners Capital Management contact info: Phone number: 80******** Website: https://osbornepartners.com
Answer: Osborne Partners is an over 85-year-old firm that offers sophisticated investment management and active financial planning for families and institutions. Our privately held firm manages $2 billion (12/31/2022) in client assets with offices in San Francisco and the Silicon Valley. On the investment management side, the firm is unique because client portfolios are managed in-house by a team of CFA Charterholders, who use a style-agnostic discipline with all individual securities managed over six asset classes versus using outside managers or products. This reduces fees and adds to tax efficiency. On the financial planning side, each client has their own dedicated Wealth Counselor who is a Certified Financial PlannerTM (CFP) with at least ten years of experience. Wealth Counselors create and actively manage customized financial plans, provide comprehensive financial advice, and educate clients about their multi-asset class portfolios. Successful CFA Charterholders and CFP professionals on staff are attracted to working at Osborne Partners because of our over 85 year history, our high quality team, our investment discipline, and client service standards. We build teams comprised of smart, creative, successful individuals who know the value of working for a privately held firm, and with clients who have amassed substantial wealth. We are proud half of our team has been with the firm for at least 10 years.
Premium Sales Data for Prospecting
-
Sales data across over 200M records
-
Up-to-date records (less decayed data)
-
Accurate Email Lists (real-world tested)
-
Powerful search engine and intuitive interface
Get Full Access
Sign in to CIENCE GO Data to uncover contact details
Free credits every month