OSBON CAPITAL MANAGEMENT LLC

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Osbon Capital Management is based out of Boston. Osbon Capital Management is a large advisory firm with 60 clients and discretionary assets under management (AUM) of $120,218,326 (Form ADV from 2019-02-22). Their last reported 13F filing for Q2 2019 included $94,007,000 in managed 13F securities and a top 10 holdings concentration of 61.57%. Osbon Capital Management's largest holding is Vanguard Total Stock Market ETF with shares held of 77,161. Whalewisdom has at least 1 13F filings

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06/30/2019

Top Sells

  • Name% Change

06/30/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.18%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

OSBON CAPITAL MANAGEMENT, LLC
225 FRANKLIN STREET 26TH FLOOR
BOSTON MA    02110
Country: United States

Business Phone: 617-217-2772
Fax: 617-217-2712
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 60
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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