Osborne Partners Capital Management

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545 Middlefield Rd Ste 165
Menlo Park, CA 94025
+1 (650) 854-5100
http://www.osbornepartners.com

Founded in 1937, Osborne Partners Capital Management is a Menlo Park, California-based firm specializing in sophisticated investment management and comprehensive financial planning. With $2 billion in assets under management and a team with an average of 24 years of industry experience, the firm offers tailored wealth management solutions for ultra-high net worth individuals, high net worth clients, and institutions across 30 states.

Osborne Partners distinguishes itself through a multi-asset class investment approach, active tax-efficient management, and dedicated certified financial planners. The firm is committed to preserving and enhancing client legacies, providing customized investment policies, retirement planning, and consulting services for private foundations and non-profits.

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