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OSBON CAPITAL MANAGEMENT, LLC

CRD 134731 · SEC 801-113245

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75 STATE STREET, SUITE 100, BOSTON, MA, 02109, United States

Phone

617-217-2772

Fax

617-217-2712

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$205.3M

Discretionary AUM

$187.4M

Team

3 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals55$201.4M
Pooled investment vehicles2$3.9M

States served

MA, TX

All web addresses on file

Official SEC filing: View on IAPD