Osborne Partners

Firm record

As recorded in SEC IAPD

Firm CRD

108100

SEC number

801-56319

Firm type

RIA

Assets under management

$2.7B as of May 1, 2026

Website

www.linkedin.com/COMPANY/OSBORNE-PARTNERS-CAPITAL-MANAGEMENT ↗

Phone

415-362-5637

Address

One Embarcadero Center, San Francisco, CA, 94111

Advisors at this firm

11 in our index · page 1 of 1

• Charles Joseph ElseCRD 4372469 · San Francisco, CA
  IA Registered
• Daniel Manes HautCRD 4577033 · San Francisco, CA
  IA Registered
• Melissa Kathryn JonesCRD 7168899 · San Francisco, CA
  IA RegisteredRegistration inactive
• Thomas Anthony PiroCRD 6293895 · San Francisco, CA
  IA Registered
• Paul Gerson ResnickCRD 846277 · Menlo Park, CA
  IA Registered
• Zachary Joseph RieraCRD 6438792 · San Francisco, CA
  IA Registered
• Jason Patrick RodnickCRD 5869427 · San Francisco, CA
  IA Registered
• Seema RajouraCRD 7795526 · Pleasanton, CA
  IA Registered
• Aaron Michael SzagerCRD 4331724 · Menlo Park, CA
  IA Registered
• Alexandra Ochev SandbergCRD 6362123 · San Francisco, CA
  IA RegisteredRegistration inactive
• Sonia J Von BergCRD 7090524 · San Francisco, CA
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.