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Osbon Capital Management

Multifamily office listing in Boston, Massachusetts, United States.

  • SEC-registered
  • Founded 2005
Regulatory AUM
$205 million
Employees
3
Founded
2005
Published minimum
$2,000,000

Independent investment manager and family office services firm serving wealthy families and entrepreneurs.1

Overview

Osbon Capital Management provides customized investment management, private-market investing, and family office support. Its services address client priorities, liabilities, tax optimization, estate planning, and trust management.12

History

John Osbon established the firm in 2005 as a boutique private investment firm.2

Leadership

John Osbon is Founder and Managing Partner. He oversees investment research, investment oversight, and client communications.2

Max Osbon is Owner and Managing Partner, with responsibilities spanning investment management, research, and communications since 2013.2

Dan Cappucci is Investment Operations & Reporting Manager. He has handled operations, implementation, reporting, and client communications since 2022.2

Services

Osbon Capital provides customized investment management and private-market investing across private equity, private credit, real estate, direct investments, and venture capital. Its family office support includes tax optimization, estate planning, and trust management.1

The firm provides portfolio management for separately managed accounts and privately offered pooled vehicles, along with portfolio consulting for retail and non-retail investors.3

What the firm offers

  • Investment management
  • Tax planning
  • Estate planning
  • Private and alternative investments

Client Focus

The firm serves wealthy families and entrepreneurs through customized investment management, private-market investing, portfolio consulting, and family office support.13

Approach

Osbon Capital says its investment decisions consider market opportunities, market risks, client priorities, and client liabilities.2

The firm describes its approach as customized, cost-conscious, and diversified, with attention to cost control, tax efficiency, and personal service.4

Assets and Minimums

Osbon Capital reports approximately $205 million in regulatory assets under management in its March 11, 2026 Form ADV record.5

The firm reports no account-size requirement while suggesting a minimum aggregated account size of $2,000,000.3

By the numbers

Regulatory AUM by year$0K$56M$113M$169M$226M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 134731. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2018$114 million$104 million$9 million
2019$130 million$120 million$10 million
2020$140 million$128 million$12 million
2021$153 million$140 million$13 million
2022$151 million$139 million$13 million
2023$143 million$132 million$12 million
2025$182 million$167 million$15 million
2026$205 million$187 million$18 million
Average AUM per client by year$0K$990K$2M$3M$4M20182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 134731. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2018$3 million
2019$2 million
2020$2 million
2021$2 million
2022$2 million
2023$2 million
2025$3 million
2026$4 million
Clients by type (2026)High net worth individuals55Pooled investment vehicles2
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 134731. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
High net worth individuals55
Pooled investment vehicles2
Employees by year0123420182019202020212022202320252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 134731. As of .
Employees reported on Form ADV
YearEmployees
20182
20192
20203
20213
20224
20233
20253
20263

Ranks #10 of 10 SEC-registered firms in MA on MultifamilyOffices.com by regulatory AUM.

Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 134731. Ranking uses only firms profiled on MultifamilyOffices.com. As of .

Registration

Osbon Capital Management, LLC is approved as an SEC-registered investment adviser, with SEC registration effective May 17, 2018.5

FAQs

What does Osbon Capital Management do?

It provides customized investment management, private-market investing, portfolio consulting, and family office support for wealthy families and entrepreneurs.13

What types of investments does the firm consider?

Its private-market work spans private equity, private credit, real estate, direct investments, and venture capital.1

Does Osbon Capital publish a minimum account size?

The firm reports no account-size requirement and suggests a minimum aggregated account size of $2,000,000.3

  • LocationMultifamily offices in Boston

    This Boston directory helps families and entrepreneurs compare firms serving the region. It gives readers context for assessing where investment management, tax planning, estate planning, and private investment services may fit within a broader family office search.

  • Network siteEstatePlanner.com

    EstatePlanner.com offers plain language guides on wills, trusts, and related decisions. Readers can use these materials to prepare questions about estate planning and understand how those needs may connect with investment management and tax planning for a family or business owner.

  • Network siteFamilyBusinesses.com

    FamilyBusinesses.com combines a directory with playbooks for family owned companies. Business owners can use it to consider governance, succession, and ownership issues alongside investment management, tax planning, and estate planning needs affecting both the enterprise and the family.

  • GuideMFO fee models compared

    This fee model comparison explains common ways multifamily offices charge for their work. Families can use it to frame questions about costs for investment management, planning, and private or alternative investments, then compare those arrangements with their expected scope of services.

  • Similar firmsDiversified Financial Management
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    Profiles of Diversified Financial Management, Proficio Capital Partners, and Ballentine Partners provide additional points of comparison on this site. A family or entrepreneur can review how other firms describe their services and client focus before discussing investment, planning, and alternative investment needs with Osbon Capital Management.

Sources

  1. Osbon Capital Management
  2. Osbon Capital contact and team information
  3. Osbon Capital Form CRS
  4. Osbon Capital: The First Ten Years
  5. SEC Investment Adviser Public Disclosure: Osbon Capital Management

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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