Osborne Partners Capital Management is a wealth manager based in San Francisco, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
The firm was founded as an investment management boutique for sophisticated investors by Jack Stephenson, an early partner with Dodge & Cox, and Phelps Hunter, a Portfolio Manager with Crocker Bank. By successfully transitioning ownership throughout the decades, OPCM has become a well-established multi-asset class manager with $1.6 billion in assets under management (as of 3/31/2019). Ownership has evolved from the original two founders to the diverse ownership today, which includes 14 current OPCM employees.
Investment types: Joint Venture/Partner, Investment Funds
Sectors & themes: Wealth & Estate Planning, Retirement Planning, Property Leasing & Management, Investment Management Finance, Financial Services, Real Estate, Real Estate Services & Management & Management
Preferred geographies: United States
Location: 580 California Street, Suite 1900\nSan Francisco\nCalifornia\n94104\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.