Osbon Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$201,432,109
Clients
55
Advisors
2
of 3 employees
About
Osbon Capital serves high‑net‑worth individuals and their related personal accounts and also acts as investment manager to several private funds and pooled investment vehicles. The firm provides discretionary, non‑discretionary and consulting portfolio management services and generally suggests a minimum aggregated account size of $1,000,000, with private fund and performance‑fee arrangements offered only to qualified or accredited investors.
The firm’s investment approach centers on individualized asset‑allocation portfolios implemented primarily with indexed ETFs, combined with specialized strategies such as a rules‑based, daily‑rebalanced quantitative absolute‑return program for qualified clients (with no leverage or short sales and turnover that can vary materially). Osbon Capital manages private funds and other pooled vehicles pursuant to private placement memoranda and tailors portfolios to client objectives, time horizons and risk tolerance.
What is distinctive about Osbon Capital relative to many peers is its role as a private fund adviser and fund sponsor/syndicator and its use of performance‑based fee arrangements for certain strategies — features that are relatively uncommon among supported firms and which are typically limited to qualified clients. The firm operates with a small advisory team overseeing roughly $205 million in reported assets and discloses that private‑fund activities may include negotiated investor‑specific terms (e.g., side letters) and other fund‑specific provisions.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
20% performance fee on Quantitative Strategy with high water mark; performance fees on private funds as outlined in offering documents
Account minimum: $1,000,000 Fee-only: Annual fee based on percentage of assets under management per tiered schedule
Main office
75 State Street, Suite 100
Boston MA 02109
Advisors at this office
2
Most active in
Massachusetts · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jon O
Series 65
Boston, MA
Osbon Capital Management, LLC
Jon Osbon is a Series 65-credentialed advisor with 13 years of industry experience. He is the founder of Osbon Capital Management, LLC, where he has worked since 2012, and has also been associated with Unifimoney RIA QOZB, LLC since 2023. Osbon Capital serves high-net-worth individuals and manages several private funds and pooled investment vehicles. The firm employs individualized, asset-allocation portfolios primarily using indexed ETFs, along with specialized quantitative strategies, and offers performance-based fee arrangements to qualified clients.
John O
Series 63, Series 65
Boston, MA
Osbon Capital Management, LLC
John Osbon is a financial advisor at Osbon Capital Management, LLC in Boston, MA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Osbon Capital Management since 2005. Osbon Capital provides discretionary and non-discretionary portfolio management and consulting primarily for high-net-worth individual investors, as well as investment management for private funds and pooled investment vehicles. The firm uses indexed exchange-traded funds for individual accounts and offers a quantitative, rules-based absolute-return program that rebalances daily.
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