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OSBORNE PARTNERS CAPITAL MANAGEMENT LLC, CRD 108100
SAN FRANCISCO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHARLES JOSEPH ELSE | n/a | SAN FRANCISCO, CA | 15 | 25 | 4 | no |
| PAUL GERSON RESNICK | n/a | SAN FRANCISCO, CA | MENLO PARK, CA | 13 | 36 | 1 | no |
| DANIEL MANES HAUT | Certified Financial Planner|Chartered Financial Analyst | SAN FRANCISCO, CA | 13 | 23 | 1 | no |
| JASON PATRICK RODNICK | Chartered Financial Analyst | SAN FRANCISCO, CA | 7 | 16 | 1 | no |
| THOMAS ANTHONY PIRO | Certified Financial Planner | SAN FRANCISCO, CA | 5 | 12 | 3 | no |
| AARON MICHAEL SZAGER | Certified Financial Planner | MENLO PARK, CA | SAN FRANCISCO, CA | 4 | 25 | 6 | no |
| Alexandra Ochev Sandberg | Certified Financial Planner|Chartered Financial Consultant | SAN FRANCISCO, CA | 2 | 12 | 4 | no |
| SONIA J VON BERG | n/a | SAN FRANCISCO, CA | 1 | 15 | n/a | no |
| Seema Rajoura | n/a | Pleasanton, CA | SAN FRANCISCO, CA | 0 | 10 | n/a | no |
| ZACHARY JOSEPH RIERA | Certified Financial Planner | SAN FRANCISCO, CA | 0 | 12 | 2 | no |
| MELISSA KATHRYN JONES | Chartered Financial Analyst | SAN FRANCISCO, CA | 0 | 15 | 2 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| OPCM ABSOLUTE RETURN, L.P. | Hedge Fund | $4.0M | Aug 18, 2026 | 11 | Mar 30, 2012 | reported | 021-95479 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ELSE, CHARLES, JOSEPH | Principal | Na | yes | 01/2013 | Aug 18, 2026 | Aug 18, 2026 |
| MCNICHOLS, JUSTIN, WELLINGTON | CHIEF INVESTMENT OFFICER/PORTFOLIO MANAGER/PRINCIPAL | C | yes | 04/2000 | Aug 18, 2026 | Aug 18, 2026 |
| OPCM HOLDINGS, LLC | CAPITAL INVESTOR ENTITY | C | yes | 09/2005 | Aug 18, 2026 | Aug 18, 2026 |
| VON BERG, SONIA, J | CHIEF OPERATING OFFICER/PRINCIPAL | Na | yes | 11/2018 | Aug 18, 2026 | Aug 18, 2026 |
| CHENG, ALICIA, WAN-LING | CHIEF COMPLIANCE OFFICER/PRINCIPAL | Na | yes | 11/2012 | Jan 16, 2013 | Mar 27, 2024 |
| FOCUS FINANCIAL PARTNERS INC. | ENTITY THAT OWNS FOCUS FINANCIAL PARTNERS, LLC | E | yes | 07/2018 | Mar 27, 2024 | Mar 27, 2024 |
| INDUSTRY CAPITAL PARTNERS II, LLC. | ENTITY THAT OWNS OPCM HOLDINGS LLC | C | yes | 12/2009 | Mar 30, 2012 | Mar 27, 2024 |
| VILLARINA, NORMAN, DINO | MANAGING PARTNER | F | yes | 12/2002 | Mar 30, 2012 | Mar 27, 2024 |
| WERTHEIMER, DOUGLAS, STEPHEN | Partner | F | yes | 01/2008 | Mar 30, 2012 | Mar 27, 2024 |
| FOCUS FINANCIAL PARTNERS, LLC | CAPITAL INVESTOR ENTITY | B | no | 12/2020 | Aug 18, 2026 | Aug 18, 2026 |
| HAUT, DANIEL, MANES | WEALTH COUNSELOR/PRINCIPAL | Na | no | 01/2021 | Aug 18, 2026 | Aug 18, 2026 |
| KASTING, JONATHAN, GLENN | CHIEF COMPLIANCE OFFICER | Na | no | 08/2026 | Aug 18, 2026 | Aug 18, 2026 |
| SKAALEN, JAY, MICHAEL | ANALYST/PRINCIPAL | Na | no | 01/2020 | Aug 18, 2026 | Aug 18, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| OSBORNE PARTNERS CAPITAL MANAGEMENT LLC | n/a | Independent wealth | $2.7B | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| MENLO PARK | CA | United States | 2 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 6, 2026 | $2.7B | $2.6B | 18 | 14 | 1 | 1 | n/a |
| 2024 | Mar 31, 2025 | $2.4B | $2.3B | 22 | 14 | 2 | 1 | n/a |
| 2023 | Mar 27, 2024 | $2.2B | $2.1B | 20 | 14 | 2 | 1 | $11.0M |
| 2022 | Mar 22, 2023 | $2.0B | $2.0B | 22 | 15 | 2 | 1 | $8.0M |
| 2021 | Mar 29, 2022 | $2.2B | $1.8B | 21 | 14 | 2 | 1 | $7.5M |
| 2020 | Mar 17, 2021 | $1.8B | $1.4B | 22 | 14 | 3 | 1 | $6.5M |
| 2019 | Mar 17, 2020 | $1.6B | $1.3B | 22 | 14 | 3 | 1 | $7.9M |
| 2018 | Mar 26, 2019 | $1.4B | $1.2B | 23 | 15 | 3 | 1 | $7.3M |
| 2017 | Mar 28, 2018 | $1.6B | $1.3B | 22 | 14 | 3 | 1 | $5.6M |
| 2016 | Mar 31, 2017 | $1.4B | $1.1B | 24 | 14 | n/a | 1 | $5.2M |
| 2015 | Mar 30, 2016 | $1.4B | $1.1B | 24 | 11 | n/a | 1 | $4.9M |
| 2014 | Mar 2, 2015 | $1.6B | $1.3B | 20 | 11 | n/a | 1 | $4.0M |
| 2013 | Mar 28, 2014 | $1.5B | $1.2B | 23 | 12 | n/a | 1 | $5.2M |
| 2012 | Apr 1, 2013 | $1.3B | $1.1B | 22 | 10 | n/a | 1 | $6.0M |
| 2011 | Mar 30, 2012 | $1.1B | $894M | n/a | n/a | n/a | 1 | $5.7M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 1 | 9.1% | 0 | 0 | 0 | 3 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.7B | $2.4B | 12.4% | $2.0B | 9.9% | 18 | 22 | 1 | 2 |