Osborne Partners
Assets Under Management
$2.4B
Number of Clients
705
Number of Advisors
8
Average Client AUM
$3.3M
AUM per Advisor
$294.9M
Compensation
Fee-Only (AUM)
About This Firm
Osborne Partners Capital Management (OPCM) offers personalized investment management to various clients, including individuals, families, trusts, and retirement plans. Portfolios are actively managed and tailored to individual client needs. OPCM also manages a private hedge fund (OPCM Fund) for accredited investors and provides sub-advisory services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.50% |
Relationships with total Assets below $1,000,000 = 1.25%. Fee schedule is subject to change and can be negotiated.
Fee Estimator
OPCM manages accounts with a minimum relationship of $1,000,000. The standard annual investment management fee is 1.00% on the first $5,000,000 and 0.50% on assets above $5,000,000. For relationships with total assets below $1,000,000, the fee is 1.25%. Fees are generally billed quarterly in arrears, though some legacy clients are billed in advance. Fees for managing 401K plans range from 0.50% to 1.00% of plan assets. Educational accounts (529s) are charged 0.30% annually. Non-discretionary accounts are charged 0.25% annually. The firm also offers performance-based fee management for certain clients with a global equity exposure of 65% or more and $2 million or more in assets under management.
Areas of Practice
Location
One Embarcadero Center, Ste 4100, San Francisco, CA, 94111