Osbon Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 11, 2026, reports $205M in regulatory assets under management, 3 employees, and 240 accounts.
Assets Under Management
$205M
Employees
3
Offices
--
Total Clients
57
Primary office
BOSTON, MA
75 STATE STREET, SUITE 100, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 96.5% of total clients.
Top client categories% of clientsClients
1
HNWI
96.5%
55
2
Pooled Investment Vehicles
3.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$205Mas of March 11, 2026
Discretionary91.3%
$187M
91% of total RAUM91.3%
Non-discretionary8.7%
$18M
9% of total RAUM8.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$205M
Total Accounts240
10Y AUM Change+$92M (+80.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee19:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.