# Osborne Partners Capital Management

Osborne Partners Capital Management is a Multi Family Office based in San Diego, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 1937
- **Assets under management:** 2400 (Altss estimate)
- **Website:** osbornepartners.com
- **LinkedIn:** https://www.linkedin.com/company/osborne-partners-capital-management

## Regulatory record

- **CRD number:** 144394
- **Registration status:** Registered
- **Latest Form ADV filing:** 2025-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144394

## About

Osborne Partners Capital Management traces to 1937 when Phelps Hunter and Jack Stephenson established the predecessor advisory. The firm evolved from that base into a multi-family office platform serving multiple client families rather than a single lineage. Deployment spans hedge funds, private equity, real estate, private credit and natural resources. Geographic reach covers North America, Europe, Asia and South America. Technology exposure includes AI/ML and semiconductors alongside the confirmed Energy Transition & Renewables allocation. No specific portfolio companies appear in available records. The firm reports 2400 million USD in client assets. It maintains membership in the Security Analysts of San Francisco Society, Investment Counsel Roundtable and CFA Institute. No additional offices or recent operational events from the last 24 months are recorded. Employee ownership across generations constitutes the primary structural feature separating the firm from single-family offices or externally owned asset managers.

## Sectors

- Energy Transition & Renewables

## People

- Justin W. J. McNichols — Chief Investment Officer and Principal
- Charles J. Osborne — Chairman of the Board and Portfolio Manager

## Questions

### Who runs investment decisions at Osborne Partners Capital Management?

Justin W. J. McNichols serves as Chief Investment Officer and Principal. Deglin Kenealy acts as CEO and Principal while Charles J. Osborne holds the roles of Chairman and Portfolio Manager.

### What asset classes does Osborne Partners Capital Management allocate to?

Allocations include hedge funds, private equity, real estate, private credit and natural resources. Energy Transition & Renewables forms a confirmed sector focus.

### Where does Osborne Partners Capital Management invest geographically?

The firm invests across North America, Europe, Asia and South America.

## Related profiles

- [OLZ & Partners Family Office](https://altss.com/profile/olz-partners-family-office)
- [Fahr LLC](https://altss.com/profile/fahr-llc-tom-steyer-family-office)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/osborne-partners-capital-management

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