The firm was founded as an investment management boutique for sophisticated investors by Jack Stephenson, an early partner with Dodge & Cox, and Phelps Hunter, a Portfolio Manager with Crocker Bank. By successfully transitioning ownership throughout the decades, OPCM has become a well-established multi-asset class manager with $1.6 billion in assets under management (as of 3/31/2019). Ownership has evolved from the original two founders to the diverse ownership today, which includes 14 current OPCM employees.
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Osborne Partners Capital Management is a wealth manager based in San Francisco, United States, managing approximately $1.8B in assets.
Osborne Partners Capital Management is headquartered in San Francisco, United States.
Osborne Partners Capital Management manages approximately $1.8B in assets under management.
Osborne Partners Capital Management focuses on Joint Venture/Partner, Investment Funds, Wealth & Estate Planning, Retirement Planning, Property Leasing & Management, Investment Management Finance, Financial Services, Real Estate.
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