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Verified 10 Nov 2026

Osbon Capital Management, LLC

Osbon Capital Management, LLC is a Boston, Massachusetts investment firm that also provides family office services, set up in 2005 by a founder with two decades at Morgan Stanley's wealth business. It serves wealthy families and entrepreneurs with investment management, tax, estate and trust planning, and private market investments in venture capital, private equity, private credit, real estate and direct deals. It says it has never received commissions.

Type
Multi-family office
Location
Boston, Massachusetts, United States
Sectors
Public equities, Hedge funds, Private equity, Credit, Real estate, Direct investments, Venture
Fund size / AUM
$205M regulatory AUM (Form ADV, filed 2026-03-11)
Latest fund or filing
11 Mar 2026

Contacts on file

For Osbon Capital Management, LLC, the paid file holds: 2 named decision-makers with roles.

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Sources

Last checked 10 Nov 2026. Is something wrong? Tell us.

Appears in 19 lists