Osborne Partners Capital Management Overview

General Information

Osborne Partners Capital Management is a multi-family office headquartered in San Francisco, United States. Established in 1937 by Crocker Bank portfolio manager Phelps Hunter and Dodge & Cox partner Jack Stephenson, the firm evolved from an independent investment advisory into a full-service wealth platform overseeing multi-asset portfolios and planning for affluent families. Employee-owned across generations, it manages more than $2 billion in client assets—providing integrated investment management and family-office services.