Osborne Partners Capital Management Llc
- Regulatory AUM
- $2.7B
- Discretionary
- $2.6B
- Clients
- 734
- Avg AUM / client
- $3.6M
- Accounts
- 2,125
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 276 | $148M | 5.6% |
| High net worth individuals | 428 | $2.2B | 81.6% |
| Pooled investment vehicles (non-investment companies) | 1 | $1 | 0.0% |
| Pension and profit sharing plans | 4 | $9.5M | 0.36% |
| Charitable organizations | 18 | $242M | 9.14% |
| State or municipal government entities | 1 | $7.1M | 0.27% |
| Other investment advisers | 1 | $30.5M | 1.15% |
| Corporations and other businesses | 5 | $49.1M | 1.85% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $11.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Opcm Absolute Return, L.P. | Hedge Fund | Delaware | $11.0M | 11 |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mcnichols, Justin, Wellington | Chief Investment Officer/Portfolio Manager/Principal | Apr 2000 (26y) | 25% – 50% | |
| Villarina, Norman, Dino | Managing Partner | Dec 2002 (24y) | GP / trustee / elected manager of Industry Capital Partners Ii, Llc. (indirect) | |
| Wertheimer, Douglas, Stephen | Partner | Jan 2008 (19y) | GP / trustee / elected manager of Industry Capital Partners Ii, Llc. (indirect) | |
| Charles Joseph Else | Principal | Jun 2011 (15y) | Less than 5% | |
| Cheng, Alicia, Wan Ling | Chief Compliance Officer/Principal | Nov 2012 (14y) | Less than 5% | |
| Daniel Manes Haut | Wealth Counselor/Principal | CFP CFA | Aug 2013 (13y) | Less than 5% |
| Sonia J Von Berg | Chief Operating Officer/Principal | Nov 2018 (8y) | Less than 5% | |
| Skaalen, Jay, Michael | Analyst/Principal | Jan 2020 (7y) | Less than 5% | |
| Paul Gerson Resnick | Registered representative | Apr 2013 (13y) | ||
| Jason Patrick Rodnick | Registered representative | CFA | Nov 2018 (8y) | |
| Thomas Anthony Piro | Registered representative | CFP | Apr 2021 (5y) | |
| Aaron Michael Szager | Registered representative | CFP | Aug 2022 (4y) | |
| Alexandra Ochev Sandberg | Registered representative | CFP Chartered Financial Consultant | Apr 2024 (2y) | |
| Seema Rajoura | Registered representative | Dec 2025 (1y) | ||
| Zachary Joseph Riera | Registered representative | CFP | Mar 2026 (0y) | |
| Melissa Kathryn Jones | Registered representative | CFA | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Opcm Holdings, Llc | Capital Investor Entity | Sep 2005 | A | 25% – 50% |
| Focus Financial Partners, Llc | Capital Investor Entity | Dec 2020 | A | 10% – 25% |
| Focus Financial Partners Inc. | Entity That Owns Focus Financial Partners, Llc | Jul 2018 | B | ≈ 7.5% – 25% via Focus Financial Partners, Llc |
| Industry Capital Partners Ii, Llc. | Entity That Owns Opcm Holdings Llc | Dec 2009 | B | ≈ 6.25% – 25% via Opcm Holdings, Llc |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Focus Financial Partners Inc.: 75% – 100% of Focus Financial Partners, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Industry Capital Partners Ii, Llc.: 25% – 50% of Opcm Holdings, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $11.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Opcm Absolute Return, L.P. | Hedge Fund | $11.0M | $500K | 11 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/01/2026 | 1.19 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $2.2B (82% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗