Osbon Capital Management, Llc
- Regulatory AUM
- $205M
- Discretionary
- $187M
- Clients
- 57
- Avg AUM / client
- $3.6M
- Accounts
- 240
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 55 | $201M | 98.1% |
| Pooled investment vehicles (non-investment companies) | 2 | $3.9M | 1.88% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| 1 Tab Ventures, Llc | Hedge Fund | Delaware | $1.9M | 12 |
| 315 Talus, Llc | Other Private Fund | Massachusetts | $1.2M | 18 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Fredrick Osbon | Chief Compliance Officer | Feb 2005 (22y) | Less than 5% | |
| Jon Maxwell Osbon | Managing Member | Sep 2013 (13y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $3.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| 1 Tab Ventures, Llc | Hedge Fund | $1.9M | $250K | 12 |
| 315 Talus, Llc | Other Private Fund | $1.2M | $25.0K | 18 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 1.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $205M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗