Osbon Capital Management, LLC
Osbon Capital Management, LLC is an SEC-registered wealth manager in Boston, MA with $205.3M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Osbon Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 134731, SEC 801-113245, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $205.3M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Boston, MA
- Employees
- 3
- Clients
- 57
- CRD
- 134731
- Ownership
- PUZO, MICHAEL, J.; OSBON, JON, MAXWELL; OSBON, JOHN, FREDRICK; JON MAXWELL OSBON TRUST; VICTORIA ANDREA OSBON TRUST
How much AUM does Osbon Capital Management, LLC have?
Osbon Capital Management, LLC reported $205.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Osbon Capital Management, LLC?
Disclosed owners and executives of Osbon Capital Management, LLC include PUZO, MICHAEL, J., OSBON, JON, MAXWELL, OSBON, JOHN, FREDRICK, JON MAXWELL OSBON TRUST, VICTORIA ANDREA OSBON TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.