Osborne Partners

580 California St

Ste 1900

San Francisco, CA 94104

(415) 362-5637

www.osbornepartners.com

Asset Breakdown

Total AUM Total Accounts Avg. Account AUM
Discretionary $1,230,736,615 1,288 $955,541
Non-discretionary $248,094,646 51 $4,864,601
Total $1,478,831,261 1,339 $1,104,430

Staff

Employees 23

Clients

High-net-worth individuals 76-99%
Financial planning clients 26-50

Clients

High-net-worth client assets Up to 75%

Compensation

Percentage of assets under management Yes
Hourly charges No
Subscription fees No
Fixed fees No
Commissions No
Performance-based fees Yes